Advisor at Elevation Advisory Partners LLC
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Firm
Elevation Advisory Partners LLC
Location
Orlando, FL 32817
Credentials
Series 66
Industry experience
1 year
Jordan Harrison is a financial advisor with Elevation Advisory Partners LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Elevation Advisory Partners and Silver Oak Securities, he worked at Wells Fargo Clearing Services and held roles in retail and university settings. Elevation Advisory Partners serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis across a range of asset classes and incorporates sustainability preferences upon request while utilizing third-party managers and technology platforms.
Based on Elevation Advisory Partners LLC
Based on Elevation Advisory Partners LLC
Financial planning and consulting fixed fee between $500 and $5,000
Fee-only: Financial planning and consulting services fixed fee ranging from $500 to $5,000 depending on scope and complexity
3505 Lake Lynda Drive, Suite 200
Orlando, FL 32817
Florida
Silver Oak Securities, Inc.
2024 - Present (2 years)
Elevation Advisory Partners LLC
2024 - Present (2 years)
Wells Fargo Clearing
2023 - 2024 (1 year)
URBN - Anthropologie
2023 - 2024 (1 year)
URBN - Anthropologie
2022 - 2023 (1 year)
URBN - Free People
2022 - 2022 (1 year)
Louisiana State University
2019 - 2023 (4 years)
Above & Beyond Catering
2017 - 2020 (3 years)
Student
2005 - 2019 (14 years)
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Broker-dealer / trader
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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Series 65
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