Justin Wang Zhang
Investment adviser representative at Elevate Financial Planning and Wealth Management
10 yearsExperience
2 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
10 years in the industry.
- Elevate Financial Planning and Wealth ManagementJul 2026 to now
- NoneMay 2026 to Jul 2026
- WalmartMay 2023 to Jul 2024
- University of North Carolina At Chapel HillAug 2022 to May 2026
- Mr TokyoJun 2022 to Aug 2022
- Chapel Hill High SchoolAug 2018 to Jun 2022
- NoneJun 2018 to Aug 2018
- Smith Middle SchoolJul 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (FL, TN).
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
- 8309453
- Firm CRD
- 329079