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John Hubert Elliott

John Elliott Wealth Management LLC

New London, NH

CRD 8181306

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Employer firm

John Elliott Wealth Management LLC CRD 339255

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
John Elliott Wealth Management Llc

New London, NH • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-02-12
  • NH RA
    APPROVED
    Since 2026-02-12

Branch Locations

New London, NH • 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
Duck Creek Technologies Boston MA 04/2010 06/2019
Shift Technology Boston MA 06/2019 Present
  • 04/2010 → 06/2019
    Duck Creek Technologies
    Boston, MA
  • 06/2019 → Present
    Shift Technology
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

View on SEC IAPD

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