John Harrison, financial advisor Leawood KS

John Harrison

CRD Number: 3176071
Current Firm: Elevation Advisory Partners LLC

John Harrison (CRD# 3176071) is an Investment Advisor Representative working at Elevation Advisory Partners LLC in Leawood, KS and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Silver Oak Securities, Inc. Leawood, KS Aug 2022 - Current 1
Elevation Advisory Partners Longwood, FL May 2021 - Current 2
Hcm Holdings Leawood, KS Jan 2020 - Current 4
Cetera Advisor Networks LLC El Segundo, CA Sep 2019 - Aug 2022 2
Harrison Lynch Partners Longwood, FL Feb 2021 - Oct 2021 < 1
Summit Financial Group Inc. Overland Park, KS Jun 2009 - May 2021 11
Summit Brokerage Services Inc. Overlandk Park, KS Jun 2009 - Sep 2019 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S65 NASAA Investment Advisors Law Examination Mar 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John W. Harrison
Phone Number: 407-567-1901
Registered State(s):
  • FL
  • KS
By the Numbers
  • Total Assets Under Management
    172
    MILLIONS
  • Total Number of Accounts
    886
    ACCOUNTS
  • Average Account Value
    $193,881
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, KS, NE, TX

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