Jonathan Mccarty
Investment adviser representative at Elevated Financial Group
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$532MFirm assets
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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.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Elevated Financial Group, LLCNov 2024 to now
- InvstAug 2016 to Nov 2024
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Elevated Financial Group
Legal name: Elevated Financial Group, LLC
$532MAssets managed
716Clients
7Advisers
1 yearIn 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
- 4811946
- Firm CRD
- 334353