Jonathan F. Fecko

ELEVATE WEALTH MANAGEMENT

LITTLETON, CO

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CRD#: 6685248

Professional summary

Jonathan Forbes Fecko, CFP®, who also goes by Jack Fecko, Jonathan Fecko, is a registered financial advisor currently at ELEVATE WEALTH MANAGEMENT located in Littleton, Colorado.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jonathan has worked at 4 firms and has passed the Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jack Fecko | Jonathan Fecko

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 Jonathan Forbes Fecko'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®

CFP^®

Certified Financial Planner

Experience

Current

August 6, 2025 - Present

ELEVATE WEALTH MANAGEMENT

RIA

CRD#: 336710

LITTLETON, CO

Past

March 16, 2025 - November 19, 2025

FRONTIER ASSET MANAGEMENT, LLC

RIA

CRD#: 109910

SHERIDAN, WY

Past

February 22, 2023 - February 27, 2025

POTOMAC

RIA

CRD#: 105413

LITTLETON, CO

Past

August 9, 2016 - August 9, 2017

VANGUARD MARKETING CORPORATION

CRD#: 7452

SCOTTSDALE, AZ

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".

ELEVATE WEALTH MANAGEMENT

ELEVATE WEALTH MANAGEMENT | ELEVATE WEALTH MANAGEMENT, LLC

CRD#: 336710 / SEC#: 801-133839

RIA

Registered Investment Advisory firm - (7/24/2025 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

Colorado
(8/6/2025)

IAR

Wyoming
(8/6/2025)

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

Series 63

Date: 8/22/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/9/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 8/9/2016

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ELEVATE WEALTH MANAGEMENT

ELEVATE WEALTH MANAGEMENT | ELEVATE WEALTH MANAGEMENT, LLC

CRD#: 336710 / SEC#: 801-133839

RIA

Registered Investment Advisory firm - (7/24/2025 Approved)

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Contact information

Main Address

50 E Loucks, Suite 125, Sheridan, WY 82801

Mailing Address

50 East Loucks Street Suite 125, Sheridan, WY 82801

Phone number

(307) 461-5550

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (11/21/2025)

Regulatory assets under management

Total Number of Accounts	609
AUM (Assets Under Management)	$ 319,410,563

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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Jonathan F. Fecko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Forbes Fecko's CRS (Customer Relationship Summary).

Certified licenses

Experience

ELEVATE WEALTH MANAGEMENT

FRONTIER ASSET MANAGEMENT, LLC

POTOMAC

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

ELEVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 8/22/2016

SIE

Date: 8/9/2017

Series 6

Date: 8/9/2016

Current Firm

ELEVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELEVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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