Jonathan David Colquitt
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
10 statesRegistered in
$107.1MFirm assets
Under 1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Elevate Insurance Agency Services LLCOct 2023 to now
- Elevate Financial Planning and Wealth ManagementSep 2023 to now
- Florida Financial Insurance, LLCNov 2020 to now
- Trinity Wealth Securities L.L.CNov 2020 to now
- Ffa dba Elevate Financial Planning & Wealth ManagementOct 2023 to Sep 2024
- Florida Financial AdvisorsOct 2020 to Oct 2023
- Cellular SalesJan 2020 to Dec 2020
- Mr. CooperMay 2019 to Aug 2019
- JacobsMay 2018 to Aug 2018
- Pine CoveMay 2017 to Jul 2017
- Auburn UniversityAug 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 10 states (CA, FL, GA, LA, NC, PA, SC, TN, TX, VA).
Elevate Financial Planning and Wealth Management
Legal name: Elevate Financial Planning and Wealth Management LLC
$107.1MAssets managed
457Clients
45Advisers
Under 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
- 7308309
- Firm CRD
- 329079