Jordan R Harrison
Investment adviser representative at Elevation Advisory Partners LLC
21 yearsExperience
2 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
21 years in the industry.
- Elevation Advisory Partners LLCOct 2024 to now
- Silver Oak Securities, Inc.Oct 2024 to now
- Wells Fargo Clearing Services, LLCOct 2023 to Oct 2024
- Urbn - AnthropologieSep 2022 to Aug 2024
- Urbn - Free PeopleJan 2022 to Jul 2022
- Louisiana State UniversityAug 2019 to May 2023
- Above & Beyond CateringSep 2017 to May 2020
- StudentMay 2005 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7388884
- Firm CRD
- 312170