Jack William Dickerson
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
6 statesRegistered in
$107.1MFirm assets
Under 1 yearFirm in business
Are you Jack William Dickerson? Claim your profile
Contact this firm
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.
- Chuy'sFeb 2025 to now
- Elevate Financial Planning and Wealth ManagementSep 2024 to now
- Avenue PubJan 2024 to Aug 2024
- Baumhower's Victory GrilleMay 2023 to Jan 2024
- Lampada's LivingSep 2022 to Apr 2023
- Beef O Brady'sMay 2021 to Jul 2022
- Donohoo AutoNov 2020 to Jul 2021
- Cedar Creek NurseryApr 2020 to Aug 2020
- The Depot Deli & GrillAug 2019 to Mar 2020
- Helena High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 6 states (AL, FL, GA, PA, TN, TX).
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
- 7990002
- Firm CRD
- 329079