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JS

John T. Sherrill

ELEVATUS WEALTH MANAGEMENT
Virginia Beach, VA
CRD#: 5509954
Some features on this profile are disabled
JS
John Thomas Sherrill JrELEVATUS WEALTH MANAGEMENT

Professional summary

John Thomas Sherrill Jr, who also goes by John T Sherrill Jr., John T Sherrill, Tom Sherrill, is a registered financial advisor currently at ELEVATUS WEALTH MANAGEMENT, LLC located in Virginia Beach, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. John has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John T Sherrill Jr. | John T Sherrill | Tom Sherrill

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 Thomas Sherrill Jr'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 4, 2026 - Present

ELEVATUS WEALTH MANAGEMENT, LLC

RIA
CRD#: 325629
Virginia Beach, VA
Past

June 16, 2008 - February 23, 2026

EDWARD JONES

RIA
CRD#: 250
VIRGINIA BEACH, VA
Past

May 16, 2008 - February 23, 2026

EDWARD JONES

BD
CRD#: 250
VIRGINIA BEACH, VA

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".
EW
ELEVATUS WEALTH MANAGEMENT, LLC
ELEVATUS WEALTH MANAGEMENT, LLC

CRD#: 325629 / SEC#: 801-127608

RIA
Registered Investment Advisory firm - (4/18/2023 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.

Highlighted states indicate IAR registrations

IAR
Virginia
(6/4/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/15/2008
General Securities Representative Examination

Current Firm

EW
ELEVATUS WEALTH MANAGEMENT, LLC
ELEVATUS WEALTH MANAGEMENT, LLC

CRD#: 325629 / SEC#: 801-127608

RIA
Registered Investment Advisory firm - (4/18/2023 Approved)
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Contact information

Main Address
1501 Pittsford Victor Road Suite 101, Victor, NY 14564
Mailing Address
Phone number
(585) 565-4450
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (12/22/2025)

Regulatory assets under management

Total Number of Accounts1,203
AUM (Assets Under Management)$ 438,067,982

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.

Company Information

ELEVATUS WEALTH MANAGEMENT, LLC

CRD#: 325629Virginia Beach, VA

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