Advisor at Elevation Advisory Partners LLC
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Firm
Elevation Advisory Partners LLC
Location
Missouri City, TX
Credentials
Series 66
Industry experience
20 years
John Asta is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Silver Oak Securities since 2023 and previously spent 10 years with Raymond James & Associates. Outside of his advisory work, he participates as a mentor in the Villanova University Mentor Program. Elevation Advisory Partners LLC serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis with long- and short-term strategies across a range of asset classes and incorporates sustainability preferences upon client request.
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
Missouri City, TX
Florida · Texas
Silver Oak Securities
2023 - Present (3 years)
Raymond James & Associates
2013 - 2023 (10 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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