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Managing Partner and Chief Compliance Officer · Elevated Financial Group

Jonathan P. McCarty

CRD 4811946 · Named on Form ADV at one SEC-registered adviser

At a glance

Elevated Financial Group, an SEC-registered wealth manager based in Indianapolis, IN with $532 million in regulatory assets, lists Jonathan P. McCarty on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.

Firms and roles

  • Elevated Financial GroupManaging Partner and Chief Compliance OfficerWealth manager · Indianapolis, IN · $532M in regulatory assets

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

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.