Unclaimed Profile

Jason Michael Rotman

ELEVATE CAPITAL GROUP, LLC·NEWPORT BEACH, California

SIE, Series 3, Series 7TO, Series 30, Series 66Clean record5 years registeredELEVATE CAPITAL GROUP, LLC

4675 MACARTHUR CT., NEWPORT BEACH, CA 92660CRD# 7266882Firm CRD# 332775

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Michael Rotman · NEWPORT BEACH, CA

Registration

CRD #7266882 · ELEVATE CAPITAL GROUP, LLC · 5 years registered

Brand Profile

Not yet started

Career History

ELEVATE WEALTH ADVISORS, LLC

May 2025 – present

ELEVATE CAPITAL GROUP, LLC

Sep 2024 – Apr 2025

NEWPORT BEACH, CA

PARK AVENUE SECURITIES LLC

Jan 2021 – Apr 2024

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7TO

Series 30

Series 66

Registration record

First registered · January 25, 2021

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATE CAPITAL GROUP, LLC

CRD 332775 · SEC 801-131140

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by ELEVATE CAPITAL GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ELEVATE CAPITAL GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Michael Rotman offer?

Jason Michael Rotman specializes in Investment Management, Fee-Only Advisory. Contact their office in NEWPORT BEACH, California for a consultation.

What are Jason Michael Rotman's credentials?

Jason Michael Rotman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Michael Rotman located?

Jason Michael Rotman is based in NEWPORT BEACH, California, working with ELEVATE CAPITAL GROUP, LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Jason Michael Rotman charge for services?

Jason Michael Rotman's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATE CAPITAL GROUP, LLC?

ELEVATE CAPITAL GROUP, LLC has approximately 5 employees. The firm is registered with the SEC as an investment adviser.

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