Jennifer Joy Smith
Investment adviser representative at Elevation Point Wealth Partners, LLC
15 yearsExperience
1 stateRegistered in
$8.3BFirm assets
20 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Elevation Point Wealth Partners, LLCApr 2025 to now
- Triton WealthOct 2022 to Sep 2025
- Cambridge Investment Research Advisors, Inc.Mar 2017 to Jan 2023
- Cambridge Investment Research, Inc.Mar 2017 to Jan 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Mar 2017
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (MN).
Elevation Point Wealth Partners, LLC
$8.3BAssets managed
4,936Clients
56Advisers
20 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
- 4471166
- Firm CRD
- 137068