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Jeffrey Shawn Lynch

Elevation Advisory Partners LLC

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About Jeffrey Shawn Lynch

Jeffrey Lynch is an investment advisor representative at Elevation Advisory Partners LLC. Jeffrey has been in the financial industry for over 10 years, with previous experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Silver Oak Securities, Incorporated. Jeffrey has a Series 66, Series 7TO, and Series 6TO license and holds the SIE designation. Jeffrey is a specialist in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Jeffrey Lynch is currently registered with Elevation Advisory Partners LLC. Elevation Advisory Partners LLC is an investment advisor headquartered in Orlando, FL. The firm provides financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage approximately $205,795,570 in regulatory assets under management for 987 clients. They also offer advisory services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses.
Elevation Advisory Partners LLC

3505 LAKE LYNDA DRIVE

ORLANDO, FL 32817

$205.80M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffrey Lynch’s Registration & Firm History

FL

09/19/2022 - Present

Elevation Advisory Partners LLC (ORLANDO FL)

FL

10/06/2022 - 09/29/2023

SILVER OAK SECURITIES, INCORPORATED (Longwood FL)

FL

10/30/2020 - 03/16/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKLEDGE FL)

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Licenses & Designations

BOTH

Issued 11/25/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/30/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Shawn Lynch.
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