JM
John H. Mckewen
ELEVATION FINANCIAL PARTNERS
WESTERVILLE, OH 43081
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CRD#: 7307247
JM
Professional summary
John Holden Mckewen IV is a registered financial advisor currently at ELEVATION FINANCIAL PARTNERS, LLC located in Westerville, Ohio.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. John has worked at 1 firm .
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 Drowsy Lads - Music
Non-investment related
5964 Endicott Rd., Columbus, Oh 43229
Musician, Founder, Sound Engineer, Administrator
Began 01/2003
20 hrs/week
0 Hours spent during normal trading hours
I manage the sound engineering aspects and general direction of the band, as well as play an instrument in it.
CRS (Client Relationship Summary) - RIA
Click below to view John Holden Mckewen IV'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®
NoneExperience
Current
November 19, 2020 - Present
ELEVATION FINANCIAL PARTNERS, LLC
Office #1: 240 S State St, Westerville, OH 43081RIA
CRD#: 120906
WESTERVILLE, OH
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(11/19/2020)
Exams
Current Firm
EF
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)Upgrade to AdvisorCheck Premium
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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
3
Regulatory assets under management
| Total Number of Accounts | 427 |
| AUM (Assets Under Management) | $ 53,563,000 |
Red Flags
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