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Jonathon Arnold Shurtz

Elevation Point Wealth Partners, LLC

Denver, CO

Indianapolis, IN

CRD 5975332

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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:

Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-23
  • IN RA
    APPROVED
    Since 2026-01-23

Branch Locations

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

450 East 96Th Street, Suite 125, Indianapolis, IN 46240 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 08/2015 01/2026
Bank Of America, N.A. Indianapolis IN 11/2015 01/2026
Elevation Point Wealth Partners, Llc Indianapolis IN 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-16
  • S66 Uniform Combined State Law Examination
    2015-11-16
Other Names
  • Jon Arnold Shurtz

View on SEC IAPD

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Nearby Investors

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Nearby Offices

EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO

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