John W. Harrison

ELEVATION ADVISORY PARTNERS LLC

Leawood, KS 66211

Some features on this profile are disabled

CRD#: 3176071

Professional summary

John Ward Harrison III, who also goes by John Ward Harrison, is a registered financial advisor currently at ELEVATION ADVISORY PARTNERS LLC located in Leawood, Kansas and SILVER OAK SECURITIES, INCORPORATED located in Orlando, Florida.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Ward Harrison

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 Ward Harrison III'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

June 3, 2021 - Present

ELEVATION ADVISORY PARTNERS LLC

Office #1: 11111 Nall Ave Suite 202, Leawood, KS 66211

RIA

CRD#: 312170

Leawood, KS

Current

August 30, 2022 - Present

SILVER OAK SECURITIES, INCORPORATED

Office #1: 3505 Lake Lynda Dr Ste 200, Orlando, FL 32817Office #2: 11111 Nall Ave Suite 202, Leawood, KS 66211

RIA

CRD#: 46947

Orlando, FL

Past

April 17, 2021 - December 31, 2021

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

LONGWOOD, FL

Past

September 20, 2019 - August 31, 2022

CETERA WEALTH SERVICES, LLC

CRD#: 13572

LONGWOOD, FL

Past

June 4, 2009 - May 20, 2021

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

LEAWOOD, KS

Past

June 4, 2009 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

LEAWOOD, KS

Past

November 27, 2006 - June 18, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LEAWOOD, KS

Past

November 27, 2006 - June 18, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LEAWOOD, KS

Past

August 18, 2003 - November 29, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

LIBERTY, MO

Past

August 18, 2003 - November 29, 2006

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

LIBERTY, MO

Past

May 20, 2003 - August 20, 2003

COMMERCE BROKERAGE SERVICES, INC.

RIA

CRD#: 17140

INDEPENDENCE, MO

Past

September 4, 2001 - August 20, 2003

COMMERCE BROKERAGE SERVICES, INC.

CRD#: 17140

CLAYTON, MO

Past

January 3, 2000 - September 5, 2001

FIRSTAR INVESTMENT SERVICES,INC.

CRD#: 14536

MORRIS PLAINS, NJ

Past

January 26, 1999 - January 3, 2000

MERCANTILE INVESTMENT SERVICES, INC.

CRD#: 19908

ST. LOUIS, MO

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".

ELEVATION ADVISORY PARTNERS LLC

ELEVATION ADVISORY PARTNERS LLC | OPEN ROAD WEALTH MANAGEMENT | HARRISON CAPITAL MANAGEMENT

CRD#: 312170 / SEC#: 801-120658

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/23/2022)

California
(8/30/2022)

IAR

Florida
(6/8/2021)

Florida
(9/12/2022)

Iowa
(9/1/2022)

IAR

Kansas
(6/3/2021)

Kansas
(8/30/2022)

New York
(9/13/2022)

North Carolina
(9/14/2022)

Texas
(8/30/2022)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/11/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/25/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/3/2009

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

ELEVATION ADVISORY PARTNERS LLC

ELEVATION ADVISORY PARTNERS LLC | OPEN ROAD WEALTH MANAGEMENT | HARRISON CAPITAL MANAGEMENT

CRD#: 312170 / SEC#: 801-120658

RIA

Registered Investment Advisory firm - (3/31/2021 Approved)

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

3505 Lake Lynda Drive Suite 200, Orlando, FL 32817

Mailing Address

Phone number

(913) 827-4588

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ELEVATION 2A BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts	987
AUM (Assets Under Management)	$ 205,795,570

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

Miladin Lacarak

CHIMERA SECURITIES, LLC

NEW YORK, NY

Jaime Villalobos

WILLIAM BLAIR

IAR

Chicago, IL

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John W. Harrison

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Ward Harrison III's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVER OAK SECURITIES, INCORPORATED

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

COMMERCE BROKERAGE SERVICES, INC.

COMMERCE BROKERAGE SERVICES, INC.

FIRSTAR INVESTMENT SERVICES,INC.

MERCANTILE INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ELEVATION ADVISORY PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/2003

Series 63

Date: 2/11/1999

SIE

Date: 10/1/2018

Series 7

Date: 1/25/1999

Series 24

Date: 12/3/2009

FINRA

Current Firm

ELEVATION ADVISORY PARTNERS LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATION ADVISORY PARTNERS LLC

TRUST BUT VERIFY

Similar Advisors