Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ward Harrison is an experienced financial advisor with over 20 years in the industry. John is a partner at Elevation Advisory Partners LLC, a firm specializing in financial planning and investment management. John provides comprehensive financial advice to individuals, families, businesses, and retirement plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
06/03/2021 - Present
Elevation Advisory Partners LLC (Leawood KS)
FL
09/20/2019 - 08/31/2022
CETERA ADVISOR NETWORKS LLC (LONGWOOD FL)
KS
06/04/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (LEAWOOD KS)
KS
11/27/2006 - 06/18/2009
UBS FINANCIAL SERVICES INC. (LEAWOOD KS)
MO
08/18/2003 - 11/29/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (LIBERTY MO)
MO
09/04/2001 - 08/20/2003
COMMERCE BROKERAGE SERVICES, INC. (CLAYTON MO)
NJ
01/03/2000 - 09/05/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
MO
01/26/1999 - 01/03/2000
MERCANTILE INVESTMENT SERVICES, INC. (ST. LOUIS MO)
IA
Issued 03/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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