Jonathan David Colquitt
Professional Summary
Jonathan David Colquitt, who also goes by Jonathan Colquitt, is a registered financial advisor currently at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT located in Chattanooga, Tennessee. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jonathan has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO, SIE and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jonathan Colquitt
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Videos & Posts
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OSAIC WEALTH, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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OSAIC WEALTH, INC.
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Disclosures on record.
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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
Contact Information
Main Address
9400 4th Street N Suite 201, St. Petersburg, FL 33702Phone Number
(727) 478-8886# of Employees
38SEC notice filing (26 States and Territories)
Registered to provide investment advisory services in 26 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
630AUM (Assets Under Management)
$107,110,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(1/15/2026)
(8/29/2024)
(1/23/2025)
(12/19/2024)
(12/17/2024)
(6/3/2025)
(5/16/2025)
(12/17/2024)
(1/31/2025)
(3/10/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2020About the Series 6TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2022About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Colquitt's CRS (Customer Relationship Summary).
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