Jeffery D. Powell

ELEVAGE PARTNERS

Reno, NV

Some features on this profile are disabled

CRD#: 1805180

Professional summary

Jeffery Deloy Powell is a registered financial advisor currently at ELEVAGE PARTNERS, LLC located in Reno, Nevada.

Jeffery is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jeffery has worked at 12 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jeffery Deloy Powell's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 27, 2017 - Present

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

Reno, NV

Past

September 29, 2011 - December 31, 2016

ELEVAGE PARTNERS, LLC

RIA

CRD#: 158386

NAPA, CA

Past

January 23, 2009 - July 2, 2010

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LAVISTA, NE

Past

January 23, 2009 - July 2, 2010

SECURITIES AMERICA, INC.

CRD#: 10205

NAPA, CA

Past

January 5, 2005 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

RIA

CRD#: 40395

NAPA, CA

Past

May 6, 2004 - January 23, 2009

BRECEK & YOUNG ADVISORS, INC.

CRD#: 40395

NAPA, CA

Past

August 24, 2001 - December 31, 2003

INVESTMENT ADVISORS & CONSULTANTS, INC.

CRD#: 7996

WEST LONG BRANCH, NJ

Past

January 23, 1997 - August 25, 1999

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

July 8, 1995 - November 6, 1996

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

December 6, 1994 - May 22, 1995

ABN AMRO INCORPORATED

CRD#: 15776

STAMFORD, CT

Past

March 17, 1993 - May 22, 1995

LASALLE FINANCIAL SERVICES, INC.

CRD#: 20373

CHICAGO, IL

Past

May 11, 1990 - October 19, 1992

ASB FINANCIAL SERVICES

CRD#: 24280

IRVINE, CA

Past

January 25, 1990 - June 25, 1990

GRIFFIN FINANCIAL SERVICES

CRD#: 10823

Past

April 14, 1988 - August 30, 1988

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ELEVAGE PARTNERS, LLC

CRD#: 158386 / SEC#: 801-112475

RIA

Registered Investment Advisory firm - (2/20/2018 Approved)

California

Registered Investment Advisory firm - (6/29/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (12/31/2016 Failure to Renew)

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).

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

Nevada
(7/15/2024)

IAR

Texas
(11/30/2018)

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

State Security Law Exam

IAR

Series 65

Date: 12/23/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/10/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 1/20/1990

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/7/1988

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/27/1991

General Securities Principal Examination

Current Firm

ELEVAGE PARTNERS, LLC

CRD#: 158386 / SEC#: 801-112475

RIA

Registered Investment Advisory firm - (2/20/2018 Approved)

California

Registered Investment Advisory firm - (6/29/2018 Terminated)

New Jersey

Registered Investment Advisory firm - (12/31/2016 Failure to Renew)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

5470 Kietzke Lane Suite 300, Reno, NV 89511

Mailing Address

18124 Wedge Pkwy Suite 537, Reno, NV 89511

Phone number

(800) 725-1622

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEVAGE PARTNERS, LLC FORM ADV PART 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts	978
AUM (Assets Under Management)	$ 147,025,159

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffery D. Powell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffery Deloy Powell's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVAGE PARTNERS, LLC

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

INVESTMENT ADVISORS & CONSULTANTS, INC.

ESSEX NATIONAL SECURITIES, LLC

BANC ONE SECURITIES CORPORATION

ABN AMRO INCORPORATED

LASALLE FINANCIAL SERVICES, INC.

ASB FINANCIAL SERVICES

GRIFFIN FINANCIAL SERVICES

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

ELEVAGE PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/23/2004

Series 63

Date: 3/10/1988

Series 7

Date: 1/20/1990

Series 6

Date: 3/7/1988

Series 24

Date: 2/27/1991

Current Firm

ELEVAGE PARTNERS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVAGE PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors