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John Thomas Sherrill

Elevatus Wealth Management, LLC

Virginia Beach, VA

CRD 5509954

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Employer firm

Elevatus Wealth Management, LLC CRD 325629

$513M regulatory AUM 300 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
Elevatus Wealth Management, Llc

1501 Pittsford Victor Road Suite 101, Victor, NY 14564 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-06-04
  • VA RA
    APPROVED
    Since 2026-06-04

Branch Locations

Virginia Beach, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 03/2008 03/2026
Elevatus Wealth Management, Llc Victor NY 06/2026 Present
Previous Registrations
  • 2008-06-16 → 2026-02-23
    Edward Jones
    St Louis, MO
    Virginia Beach, VA
    Virginia Beach, VA
    Virginia Beach, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-30
  • S66 Uniform Combined State Law Examination
    2008-05-30
Other Names
  • John T Sherrill
  • John T Sherrill
  • Tom Sherrill

View on SEC IAPD

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