linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jordan R Harrison

Elevation Advisory Partners LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jordan? Claim Your Profile

About Jordan R Harrison

Jordan R. Harrison is a registered representative associated with Elevation Advisory Partners LLC. Jordan has been in the industry since 2024 and has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Jordan holds a Series 66 license and has been active with Silver Oak Securities, Inc., WELLS FARGO CLEARING SERVICES, LLC and Elevation Advisory Partners LLC.

Firm Information

Jordan Harrison 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jordan Harrison’s Registration & Firm History

FL

12/12/2024 - Present

Elevation Advisory Partners LLC (ORLANDO FL)

Not sure if Jordan R Harrison is right for you?

Licenses & Designations

BC

Issued 08/12/2024

Series 7TO - General Securities Representative Examination

BC

Issued 04/01/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BZX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jordan R Harrison.
Not sure if Jordan R Harrison is right for you?