AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JH

Jordan R. Harrison

ELEVATION ADVISORY PARTNERS
WASHINGTON, DC
Some features on this profile are disabled
CRD#: 7388884
JH

Professional summary

Jordan R Harrison, who also goes by Jordan Renee Harrison, is a registered financial advisor currently at ELEVATION ADVISORY PARTNERS LLC located in Washington, District Of Columbia and SILVER OAK SECURITIES, INCORPORATED located in Leawood, Kansas.

Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Jordan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jordan Renee Harrison

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 Jordan R Harrison'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

December 12, 2024 - Present

ELEVATION ADVISORY PARTNERS LLC

RIA
CRD#: 312170
WASHINGTON, DC
Current

October 15, 2024 - Present

SILVER OAK SECURITIES, INCORPORATED

Office #1: 11111 Nall Ave Suite 202, Leawood, KS 66211
RIA
BD
CRD#: 46947
Leawood, KS
Past

August 12, 2024 - October 3, 2024

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MCLEAN, 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".
EA
ELEVATION ADVISORY PARTNERS LLC
ELEVATION ADVISORY PARTNERS LLC | OPEN ROAD WEALTH MANAGEMENT | HARRISON CAPITAL MANAGEMENT

CRD#: 312170 / SEC#: 801-120658

RIA
Registered Investment Advisory firm - (3/31/2021 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.
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
District of Columbia
(6/5/2025)
IAR
Florida
(12/12/2024)
RR
Kansas
(10/15/2024)
RR
Missouri
(4/2/2025)
RR
Virginia
(4/16/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/9/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/12/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/1/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

EA
ELEVATION ADVISORY PARTNERS LLC
ELEVATION ADVISORY PARTNERS LLC | OPEN ROAD WEALTH MANAGEMENT | HARRISON CAPITAL MANAGEMENT

CRD#: 312170 / SEC#: 801-120658

RIA
Registered Investment Advisory firm - (3/31/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3505 Lake Lynda Drive Suite 200, Orlando, FL 32817
Mailing Address
Phone number
(913) 827-4588
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ELEVATION 2A BROCHURE (10/8/2025)

Regulatory assets under management

Total Number of Accounts987
AUM (Assets Under Management)$ 205,795,570

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

ELEVATION ADVISORY PARTNERS LLC

CRD#: 312170Washington, DC

TRUST BUT VERIFY

Monitor Jordan Harrison

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Jeffrey Paul Meotti
Jeffrey MeottiAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
MADISON, CT
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.