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
| Title | Member/Manager/Managing Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |