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Jack D Detampel

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

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Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-16
FL RA APPROVED 2025-04-07
  • PA RA
    APPROVED
    Since 2025-09-16
  • FL RA
    APPROVED
    Since 2025-04-07

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • 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
Elevate Financial Planning And Wealth Management St. Petersburg FL 03/2025 Present
St. Michael's Grade School Orland Park IL 03/2015 06/2016
Marist High School Chicago IL 08/2016 05/2020
University Of Kentucky Lexington KY 08/2020 05/2024
Ccc Intelligent Solutions Chicago IL 05/2022 08/2022
Burke Beverage, Inc. Mccook IL 06/2023 08/2023
Chulofit Palos Park IL 05/2021 08/2021
Grenoble Ecole De Management Grenoble And Paris 05/2023 06/2023
Unemployed Orland Park IL 05/2024 02/2025
  • 03/2025 → Present
    Elevate Financial Planning And Wealth Management
    St. Petersburg, FL
  • 03/2015 → 06/2016
    St. Michael's Grade School
    Orland Park, IL
  • 08/2016 → 05/2020
    Marist High School
    Chicago, IL
  • 08/2020 → 05/2024
    University Of Kentucky
    Lexington, KY
  • 05/2022 → 08/2022
    Ccc Intelligent Solutions
    Chicago, IL
  • 06/2023 → 08/2023
    Burke Beverage, Inc.
    Mccook, IL
  • 05/2021 → 08/2021
    Chulofit
    Palos Park, IL
  • 05/2023 → 06/2023
    Grenoble Ecole De Management
    Grenoble And Paris
  • 05/2024 → 02/2025
    Unemployed
    Orland Park, IL
Other Businesses

Elevate Financial Planning and Wealth Management. Investment Related. St. Petersburg, FL . Nature of Business: RIA. Position: Financial Consultant. Start Date: 03/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-10
  • S65 Uniform Investment Adviser Law Examination
    2025-03-10
Other Names
  • Jack Detampel

View on SEC IAPD

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