Unclaimed Profile

John Ward Harrison

ELEVATION ADVISORY PARTNERS LLC·ORLANDO, Florida

SIE, Series 7, Series 24, Series 63, Series 6523 years registeredELEVATION ADVISORY PARTNERS LLC

3505 LAKE LYNDA DRIVE, ORLANDO, FL 32817CRD# 3176071Firm CRD# 312170

Profile Verification

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

Identity

John Ward Harrison · ORLANDO, FL

Registration

CRD #3176071 · ELEVATION ADVISORY PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

ELEVATION ADVISORY PARTNERS LLC

Jun 2021 – present

CETERA ADVISOR NETWORKS LLC

Apr 2021 – Dec 2021

LONGWOOD, FL

SUMMIT FINANCIAL GROUP INC

Jun 2009 – May 2021

LEAWOOD, KS

UBS FINANCIAL SERVICES INC.

Nov 2006 – Jun 2009

LEAWOOD, KS

BANC OF AMERICA INVESTMENT SERVICES, INC.

Aug 2003 – Nov 2006

LIBERTY, MO

COMMERCE BROKERAGE SERVICES, INC

May 2003 – Aug 2003

INDEPENDENCE, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 20, 2003

Years registered · 23

Disclosure History

2011Customer Dispute·Settled

2002Customer Dispute·Denied

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

ELEVATION ADVISORY PARTNERS LLC

CRD 312170 · SEC 801-120658

AUM

$172M

Regulatory assets under management

Employees

886 client accounts

Services offered by ELEVATION ADVISORY PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ELEVATION ADVISORY PARTNERS LLC →

Introduction

Speak with John

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if John is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ORLANDO?

Browse all registered financial advisors in ORLANDO, Florida or claim this profile if it's yours.

Browse ORLANDO Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does John Ward Harrison offer?

John Ward Harrison specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ORLANDO, Florida for a consultation.

What are John Ward Harrison's credentials?

John Ward Harrison is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Ward Harrison located?

John Ward Harrison is based in ORLANDO, Florida, working with ELEVATION ADVISORY PARTNERS LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.

How does John Ward Harrison charge for services?

John Ward Harrison's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATION ADVISORY PARTNERS LLC?

ELEVATION ADVISORY PARTNERS LLC has approximately 4 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →