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Inactive

Jack Neeson

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
TX RA APPROVED 2025-12-08
GA RA APPROVED 2025-10-09
FL RA APPROVED 2025-07-18
  • TX RA
    APPROVED
    Since 2025-12-08
  • GA RA
    APPROVED
    Since 2025-10-09
  • FL RA
    APPROVED
    Since 2025-07-18

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 Saint Petersburg FL 06/2025 Present
Us Energy Development Corporation Buffalo NY 06/2022 08/2024
Orchard Park High School Orchard Park NY 08/2018 06/2022
Orchard Park Middle School Orchard Park NY 09/2014 08/2018
Unemployed East Lansing MI 08/2024 06/2025
  • 06/2025 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 06/2022 → 08/2024
    Us Energy Development Corporation
    Buffalo, NY
  • 08/2018 → 06/2022
    Orchard Park High School
    Orchard Park, NY
  • 09/2014 → 08/2018
    Orchard Park Middle School
    Orchard Park, NY
  • 08/2024 → 06/2025
    Unemployed
    East Lansing, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-21
  • S65 Uniform Investment Adviser Law Examination
    2025-05-21

View on SEC IAPD

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