John Worthington Scott
Investment adviser representative at Elevate Financial Planning and Wealth Management
11 yearsExperience
5 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
11 years in the industry.
- Elevate Financial Planning and Wealth ManagementOct 2024 to now
- UnemployedJan 2024 to Sep 2024
- Brad H. Cox RacingMay 2022 to Jul 2022
- Dicks Sporting GoodsMay 2021 to Jul 2021
- University of KentuckyMay 2019 to Dec 2023
- Jewish Community CenterMay 2017 to Jul 2017
- Ensworth High SchoolAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (FL, GA, 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
- 8004170
- Firm CRD
- 329079