Jonathan Colquitt (CRD# 7308309) is an Investment Advisor Representative working at Florida Financial Advisors, LLC in Tampa, FL and has over 3 years of experience in the finance industry.
CRD# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Elevate Financial Planning And Wealth Management | Chattanooga, TN | Apr 2024 - Current | < 1 |
Ffa Dba Elevate Financial Planning & Wealth Management | Chattanooga, TN | Oct 2023 - Current | < 1 |
Elevate Insurance Agency Services LLC | Chattanooga, TN | Oct 2023 - Current | < 1 |
Trinity Wealth Securities L.l.c | Chattanooga, TN | Nov 2020 - Current | 3 |
Florida Financial Insurance, LLC | Chattanooga, TN | Nov 2020 - Current | 3 |
Elevate Financial Planning And Wealth Management | St. Petersburg, FL | Sep 2023 - Apr 2024 | < 1 |
Florida Financial Advisors | St. Petersburg, FL | Oct 2020 - Oct 2023 | 3 |
Cellular Sales | Troy, AL | Jan 2020 - Dec 2020 | < 1 |
Auburn University | Auburn, AL | Aug 2016 - Dec 2019 | 3 |
Mr. Cooper | Dallas, TX | May 2019 - Aug 2019 | < 1 |
Jacobs | Fort Walton, FL | May 2018 - Aug 2018 | < 1 |
Pine Cove | Tyler, TX | May 2017 - Jul 2017 | < 1 |
Publix | Destin, FL | May 2014 - Aug 2016 | 2 |
Veritas Press Scholars Academy | Lancaster, PA | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2020 |
S63 | Uniform Securities State Law Examination | Jul 2023 |
- FL
- TX
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Total Assets Under Management199MILLIONS
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Total Number of Accounts1,371ACCOUNTS
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Average Account Value$145,150
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV
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