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John Joseph Asta

Elevation Advisory Partners LLC

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About John Joseph Asta

John Asta has been a registered representative in the financial industry for over 17 years. John Asta is currently registered with Elevation Advisory Partners LLC as an Investment Advisor Representative in Florida and Texas. John Asta has also been previously registered with RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and UBS FINANCIAL SERVICES INC.

Firm Information

John Asta 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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John Asta’s Registration & Firm History

TX

08/16/2023 - Present

Elevation Advisory Partners LLC (Missouri City TX)

TX

02/13/2013 - 08/08/2023

RAYMOND JAMES & ASSOCIATES, INC. (HOUSTON TX)

TX

04/24/2008 - 02/13/2013

MORGAN KEEGAN & COMPANY, INC. (HOUSTON TX)

TX

01/12/2007 - 04/02/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SUGARLAND TX)

TX

01/13/2006 - 01/23/2007

UBS FINANCIAL SERVICES INC. (SUGAR LAND TX)

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Licenses & Designations

BOTH

Issued 02/03/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/23/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 01/12/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Joseph Asta. Review regulatory record here.
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