John Ward Harrison
Investment adviser representative at Elevation Advisory Partners LLC
17 yearsExperience
3 statesRegistered in
$226MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Silver Oak Securities, Inc.Aug 2022 to now
- Elevation Advisory Partners LLCMay 2021 to now
- Hcm HoldingsJan 2020 to now
- Harrison Lynch PartnersFeb 2021 to Oct 2021
- Cetera Advisor Networks LLCSep 2019 to Aug 2022
- Summit Financial Group IncJun 2009 to May 2021
- Summit Brokerage Services IncJun 2009 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (FL, KS, TX).
Elevation Advisory Partners LLC
$226MAssets managed
378Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3176071
- Firm CRD
- 312170