Eliza Jeffereis
Advisor at Promethium
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Promethium
Location
Bethesda, MD 20814
Credentials
Series 65, Series 66
Industry experience
1 year
About
Eliza Jeffereis is a financial advisor at Promethium with Series 65 and Series 66 licenses and one year of industry experience. Her prior work includes roles at GWU, DECA Inc., UC Leuven-Limburg, and Noble Americas Corp. Promethium Advisors, LLC provides discretionary investment management, financial planning, and consulting services to both individual and institutional clients. The firm utilizes a combination of active and passive strategies, including tactical asset allocation and alternative investments, and manages its own wrap fee program.
Expertise
Based on Promethium
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Fee options
Fixed fees may be charged for financial planning and consulting services
up to 1% annually, may be flat or tiered depending on client
Minimum fee: May include a minimum annual fee; specific amount not stated Fee-only: Fees based on assets under management or fixed fees; financial planning and consulting fees also offered on a fee basis
Location
7272 Wisconsin Ave, 10 105
Bethesda, MD 20814
Most active in
Eliza J has reported serving >5 clients in these states in the last 12 months.
Maryland · Virginia
Work history
Promethium
2024 - Present (2 years)
GWU
2018 - 2020 (2 years)
DECA Inc.
2018 - 2024 (6 years)
UC Leuven-Limburg
2017 - 2018 (1 year)
Noble Americas Corp
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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