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Jack Gabriel stephen Monahan

Investment adviser representative at Elevation Wealth Partners LLC
10 yearsExperience
1 stateRegistered in
$219.6MFirm assets
3 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 assets

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.

  1. Elevation Wealth Partners LLCApr 2026 to now
  2. Empire MerchantsOct 2024 to Apr 2026
  3. Clare RoseAug 2024 to Oct 2024
  4. Binghamton UniversityAug 2019 to May 2024
  5. UnemployedApr 2016 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Elevation Wealth Partners LLC

$219.6MAssets managed
101Clients
3Advisers
3 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
8260738
Firm CRD
324951
Advisor's SEC record (opens in a new tab)
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