# JEFF ELLIOTT, CFP®

JEFF ELLIOTT, CFP® is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/jeffelliottfinancial

## Regulatory record

- **CRD number:** 172781
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172781

## About

Jeff Elliott, CFP, is a state-registered investment adviser in Lakeway, TX. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.

## People

- Jeff Elliott — CFP®

## Related profiles

- [Madison Park Capital Advisors](https://altss.com/profile/madison-park-capital-advisors-llc)
- [Parrish Capital](https://altss.com/profile/parrish-capital-llc)

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Last updated: 2026-07-06T01:24:19.029Z

Canonical page: https://altss.com/profile/jeff-elliott-cfpr

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