JS
Judah J. Sworney
ELEVATED CAPITAL ADVISORS
Fayetteville, GA 30214
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CRD#: 7659832
JS
Professional summary
Judah Joel Sworney is a registered financial advisor currently at ELEVATED CAPITAL ADVISORS, LLC located in Fayetteville, Georgia.
Judah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Judah has worked at 1 firm and has passed the Series 65 exam.
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.
Sworney and Associates; Not investment related; 52 Creekside Way Newnan GA 30265; Insurance sales; Agent; Start date May 2022; 40 hrs per week, 1-2 hours during trading hours; duties are prospecting, meeting and enrolling clients in insurance products.
CRS (Client Relationship Summary) - RIA
Click below to view Judah Joel Sworney'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 17, 2022 - Present
ELEVATED CAPITAL ADVISORS, LLC
Office #1: 210 Trilith Pkwy Suite 100, Fayetteville, GA 30214Office #2: 401 E Las Olas Blvd, Fort Lauderdale, FL 33301RIA
CRD#: 226721
Fayetteville, GA
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".
EC
ELEVATED CAPITAL ADVISORS, LLC
ELEVATED CAPITAL ADVISORS, LLC
CRD#: 226721 / SEC#: 801-110864
RIA
Registered Investment Advisory firm - (7/21/2017 Approved)Kansas
Registered Investment Advisory firm - (12/9/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/9/2019 Terminated)Utah
Registered Investment Advisory firm - (12/9/2019 Terminated)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
Florida(8/9/2023)
IAR
Georgia(11/17/2022)
Current Firm
EC
ELEVATED CAPITAL ADVISORS, LLC
ELEVATED CAPITAL ADVISORS, LLC
CRD#: 226721 / SEC#: 801-110864
RIA
Registered Investment Advisory firm - (7/21/2017 Approved)Kansas
Registered Investment Advisory firm - (12/9/2019 Terminated)Missouri
Registered Investment Advisory firm - (12/9/2019 Terminated)Utah
Registered Investment Advisory firm - (12/9/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
11925 South 700 East, Draper, UT 84020
Mailing Address
Phone number
(385) 237-3338
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,403 |
| AUM (Assets Under Management) | $ 433,034,784 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
