JC
Jonathan D. Colquitt
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
Chattanooga, TN 37421
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CRD#: 7308309
JC
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 and TRINITY WEALTH SECURITIES, L.L.C. located in Tampa, Florida.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered 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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan Colquitt
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.
1. Trinity Wealth Securities. Investment Related. Chattanooga, TN. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 11/2020. Hours per Month: 25 of which 20 hours are during trading hours. Securities Related Activities. 2. Florida Financial Insurance DBA Elevate Financial Planning & Wealth Management. Not Investment Related. Chattanooga, TN. Fixed Insurance Sales. 10/2023. Hours per Month: 6 of which 5 hours are during trading. Duties: fixed insurance sales. 3. Elevate Insurance Agency Services LLC. Not Investment Related. Chattanooga, TN. Fixed Insurance Sales. Managing Partner. 10/2023. Hours per Month: 45 hours of which 35 hours are during trading. Duties: fixed insurance sales. 4. Rental Property Owner. Not investment related. St Petersburg, FL. Rental Property. Owner of Property. 04/2024. Hours per month: 2. Duties: Approving requests for repairs.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Colquitt'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
August 29, 2024 - Present
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
Office #1: 7405 Shallowford Road Suite 310, Chattanooga, TN 37421RIA
CRD#: 329079
Chattanooga, TN
Current
November 14, 2020 - Present
TRINITY WEALTH SECURITIES, L.L.C.
Office #1: 6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634Office #2: 9400 4th Street N Suite 201, St. Petersburg, FL 33702BD
CRD#: 104348
Tampa, FL
Past
November 25, 2020 - September 19, 2024
FLORIDA FINANCIAL ADVISORS, LLC
RIA
CRD#: 288811
Chattanooga, TN
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.RR
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
RR
Florida(11/14/2020)
IAR
Florida(8/29/2024)
RR
Georgia(10/4/2023)
IAR
Georgia(1/23/2025)
IAR
Louisiana(12/19/2024)
RR
Maryland(5/31/2023)
RR
North Carolina(12/14/2023)
IAR
North Carolina(12/17/2024)
IAR
Pennsylvania(6/3/2025)
IAR
South Carolina(5/16/2025)
RR
Tennessee(8/27/2024)
IAR
Tennessee(12/17/2024)
RR
Texas(7/20/2023)
IAR
Texas(1/31/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/14/2020
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
EF
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT | ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT LLC
CRD#: 329079 / SEC#:
Florida
Registered Investment Advisory firm - (8/29/2024 Approved)Georgia
Registered Investment Advisory firm - (1/23/2025 Approved)Louisiana
Registered Investment Advisory firm - (10/23/2024 Approved)Maryland
Registered Investment Advisory firm - (2/3/2025 Terminated)North Carolina
Registered Investment Advisory firm - (10/21/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (6/3/2025 Approved)South Carolina
Registered Investment Advisory firm - (5/16/2025 Approved)Tennessee
Registered Investment Advisory firm - (12/16/2024 Approved)Texas
Registered Investment Advisory firm - (1/30/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9400 4th Street N Suite 201, St. Petersburg, FL 33702
Mailing Address
Phone number
(727) 478-8886
Established
Firm type
Fiscal year end
# of Employees
30
Regulatory assets under management
| Total Number of Accounts | 390 |
| AUM (Assets Under Management) | $ 67,350,000 |
Red Flags
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Company Information
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT
CRD#: 329079Chattanooga, TN 37421TRUST BUT VERIFY
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