Boerum Hill Financial Advisors is an investment advisory and financial planning firm. The firm’s founder, Jonathan Elks, has over three decades of experience leading corporate wide financial functions within large organizations, and across many industries both domestically and globally. He has worked in BIG 4 global accounting and advisory firms, and well recognized public companies. He understands the need to always be relevant to customers and take time to understand their concerns and challenges, treating every client and situation as unique. By understanding you, and building strong relationships he can identify opportunities, solutions, and strategies that are tailor-made for you.
Jonathan has voluntarily undergone a vigorous certification program conducted Investment & Wealth Institute (IWI) formerly the Investment Management Consultants Association (IMCA), in order to attain his Certified Investment Management Analyst (CIMA®) certification, and his Retirement Management Advisor (RMA®) certification. Jonathan is a Certified Financial Plannertm (CFP®. He is also a Fellow Chartered Accountant (FCA), Australia and New Zealand (Fellowships are awards granted to Chartered Accountants members to recognize outstanding achievement in and/or contribution to the profession of accountancy at either a local, national or international level). Jonathan mandatory designation is as a Registered Investment Advisor – New York.
The CIMA certification signifies that an individual has met initial and ongoing experience, ethical, education, and examination requirements for investment management consulting, including advanced investment management theory and application. To earn CIMA certification, candidates must: submit an application, pass a background check and have an acceptable regulatory history; pass an online Qualification Examination; complete an in-person or online executive education program at an AACSB accredited university business school; pass an online Certification Examination; and have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and have three years of financial services experience at the time of certification. CIMA certificants must adhere to IMCA’s Code of Professional Responsibility, Standards of Practice, and Rules and Guidelines for Use of the Marks. CIMA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through the Investment & Wealth Institute (IWI) formerly the Investment Management Consultants Association (IMCA).
The RMA designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation, which is centered on retirement management topics and strategies. Prerequisites for the RMA designation are: a Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA®, CPWA®, CIMC ®, CFA®, CFP®, ChFC®, or CPA license; have an acceptable regulatory history as evidenced by FINRA Form U-4 or other regulatory requirements and three years of experience in financial services. RMA designees have completed a rigorous educational process that includes an online course, in-person educational Capstone and successful completion of a comprehensive examination. RMA designees are required to adhere to the Investments & Wealth Institute Code of Professional Responsibility and Rules and Guidelines for Use of the Marks. RMA designees must report 40 hours of continuing education credits, including two ethics hours, every two years to maintain the certification. The designation is administered through the Investments & Wealth Institute.
"The biggest obstacle to wealth is fear. People are afraid to think big, but if you think small, you'll only achieve small things."