Walid Jack Elkhoury
Investment adviser representative at Elevation Wealth Management
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$259.2MFirm 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.
- Elevation Wealth ManagementAug 2024 to now
- Charles Schwab and Co., Inc.Dec 2022 to now
- TD AmeritradeNov 2017 to Dec 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MA, MN).
Elevation Wealth Management
Legal name: Elevation Wealth Management, LLC
$259.2MAssets managed
179Clients
3Advisers
2 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
- 6560002
- Firm CRD
- 314604