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Member/manager/managing Partner · Elevate Financial Planning and Wealth Management

Jonathan D. Colquitt

CRD 7308309 · Named on Form ADV at one SEC-registered adviser

At a glance

Elevate Financial Planning and Wealth Management, an SEC-registered wealth manager based in St. Petersburg, FL with $107 million in regulatory assets, lists Jonathan D. Colquitt on its Form ADV as Member/manager/managing Partner, a control person.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Dillon J. NemethMember/manager/managing Partner, Elevate Financial Planning and Wealth Management
  • Christopher J. AthensMember/manager/managing Partner/chief Compliance Officer, Elevate Financial Planning and Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.