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Jonathan David Colquitt

Member/Manager/Managing PartnerElevate Financial Planning and Wealth Management LLCCRD 7308309

About Jonathan David Colquitt

Jonathan David Colquitt is listed as Member/Manager/Managing Partner at Elevate Financial Planning and Wealth Management LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Elevate Financial Planning and Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan David Colquitt work?

Jonathan David Colquitt is listed as Member/Manager/Managing Partner at Elevate Financial Planning and Wealth Management LLC on SEC Form ADV.

How much of Elevate Financial Planning and Wealth Management LLC does Jonathan David Colquitt own?

Form ADV reports a beneficial ownership band of 25-50%.

Elevate Financial Planning and Wealth Management LLC

TitleMember/Manager/Managing Partner
Ownership25-50%
Control personYes
Since2023
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