AdFi
DN

David N Elan

Investment Adviser Representative at INCOME FOCUS PORTFOLIO MANAGEMENT

Jackson, WYCRD #3107755Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wyoming
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/22/1999
Series 63
Uniform Securities Agent State Law Examination
Passed 9/4/1998
Series 7
General Securities Representative Examination
Passed 10/14/1998
Series 3
National Commodity Futures Examination
Passed 9/17/1998

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0036
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Income Focus Portfolio Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

INCOME FOCUS PORTFOLIO MANAGEMENTCurrent
10/16/2012Jackson, WY
WINDWARD INVESTMENT MANAGEMENT INC
12/18/200311/18/2010Boston, MA
ERNST & YOUNG INVESTMENT ADVISERS LLP
12/9/20026/23/2003Boston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at INCOME FOCUS PORTFOLIO MANAGEMENT

2 other advisors in the directory

View INCOME FOCUS PORTFOLIO MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David N Elan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

David N Elan - Financial Advisor in Jackson, WY | AdvisorFinder