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Jack William Jentz

Elevate Wealth Advisors, LLC

Newport Beach, CA

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Current Employers
Elevate Wealth Advisors, Llc

4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-05-08
  • CA RA
    APPROVED
    Since 2026-05-08

Branch Locations

4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • 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 Partners, Llc Newport Beach CA 11/2025 Present
Student - Uc Santa Barbara Santa Barbara CA 08/2023 Present
Indianapolis Community Center Indianapolis IN 05/2023 08/2023
Student Carmel IN 08/2015 05/2023
Elevate Wealth Advisors, Llc Newport Beach CA 11/2025 Present
  • 11/2025 → Present
    Elevate Financial Partners, Llc
    Newport Beach, CA
  • 08/2023 → Present
    Student - Uc Santa Barbara
    Santa Barbara, CA
  • 05/2023 → 08/2023
    Indianapolis Community Center
    Indianapolis, IN
  • 08/2015 → 05/2023
    Student
    Carmel, IN
  • 11/2025 → Present
    Elevate Wealth Advisors, Llc
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-08
  • S65 Uniform Investment Adviser Law Examination
    2026-05-08

View on SEC IAPD

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