Jennifer Joy Smith

Employer firm

Elevation Point Wealth Partners, LLC CRD 137068

$8.29B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2011 → 11/2016
  Wells Fargo Advisors Llc
  Brainerd, MN
• 11/2016 → 03/2017
  Wells Fargo Clearing Services, Llc
  Brainerd, MN
• 03/2017 → 01/2023
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2017 → 01/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 10/2022 → 09/2025
  Triton Wealth
  Aitkin, MN
• 04/2025 → Present
  Elevation Point Wealth Partners, Llc
  Aitkin, MN

Previous Registrations

• 2022-10-03 → 2025-09-30
  Triton Wealth
  Aitkin, MN
• 2017-03-13 → 2022-12-31
  Cambridge Investment Research Advisors, Inc.
  Aitkin, MN
  Crosslake, MN
• 2014-01-22 → 2017-03-14
  Wells Fargo Clearing Services, Llc
  Brainerd, MN
  Duluth, MN

Other Businesses

1. RYAN & HOPPE INVESTMENT MANAGEMENT LLC, 312 MINNESOTA AVE N, AITKIN, MN, 11/2018. INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL-10/MO-10/TRADING. 2. JENNIFER J SMITH, INDEPENDENT INSURANCE AGENT, 312 MINNESOTA AVE N STE 2004, AITKIN, MN, FOR VARIOUS INDEPENDENT INSURANCE COMPANY REL-10/MO/MO-10, TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2002-03-29