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.
- Elevation Wealth Partners LLCApr 2026 to now
- Empire MerchantsOct 2024 to Apr 2026
- Clare RoseAug 2024 to Oct 2024
- Binghamton UniversityAug 2019 to May 2024
- 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