John H. Mckewen

ELEVATION FINANCIAL PARTNERS

WORTHINGTON, OH 43085

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CRD#: 1098872

Professional summary

John Holden Mckewen III, CFP®, who also goes by John Holden III Mckewen, Mac Mckewen III, Mac Mckewen, is a registered financial advisor currently at ELEVATION FINANCIAL PARTNERS, LLC located in Worthington, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. John has worked at 6 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Holden Iii Mckewen | Mac Mckewen Iii | Mac Mckewen

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Holden Mckewen III's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 17, 2005 - Present

ELEVATION FINANCIAL PARTNERS, LLC

Office #1: 579 High Street, Worthington, OH 43085

RIA

CRD#: 120906

WORTHINGTON, OH

Past

September 13, 1990 - October 20, 2005

WRP INVESTMENTS, INC.

CRD#: 7365

YOUNGSTOWN, OH

Past

November 5, 1986 - September 11, 1990

INVESTACORP, INC.

CRD#: 7684

MIAMI, FL

Past

October 31, 1986 - November 28, 1986

ABACUS EQUITY SERVICES, INC.

CRD#: 11271

Past

July 7, 1983 - October 31, 1986

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

March 22, 1983 - July 27, 1983

FIRST SECURITIES CORPORATION OF COLUMBUS

CRD#: 7923

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(3/17/2005)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 3/19/1983

General Securities Representative Examination

Current Firm

ELEVATION FINANCIAL PARTNERS, LLC

ELEVATION FINANCIAL PARTNERS, LLC | JOHN H. MCKEWEN III | J.H. MCKEWEN III & ASSOCIATES | J. H. MCKEWEN III & ASSOCIATES, LLC

CRD#: 120906 / SEC#: 801-64072

RIA

Registered Investment Advisory firm - (11/9/2006 Terminated)

Ohio

Registered Investment Advisory firm - (10/14/1999 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

240 S State St, Westerville, OH 43081

Mailing Address

Phone number

(614) 888-2222

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	427
AUM (Assets Under Management)	$ 53,563,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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John H. Mckewen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Holden Mckewen III's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATION FINANCIAL PARTNERS, LLC

WRP INVESTMENTS, INC.

INVESTACORP, INC.

ABACUS EQUITY SERVICES, INC.

CARDELL & ASSOCIATES, INCORPORATED

FIRST SECURITIES CORPORATION OF COLUMBUS

State Registrations and Notice Filings

Exams

Series 7

Date: 3/19/1983

Current Firm

ELEVATION FINANCIAL PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ELEVATION FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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