Jay Neil Hack

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2006 → Present
  Raymond James & Associates
  Farmington Hills, MI
• 07/2025 → Present
  Elevation Point Wealth Partners D/B/A Waycrest Wealth
  Farmington Hills, MI
• 07/2025 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2010-09-24 → 2025-07-15
  Raymond James & Associates, Inc.
  Farmington Hills, MI

Other Businesses

1. Elevation Point Wealth Partners d/b/a Waycrest Wealth. Investment-related. At registered location. RIA. IAR. 06/2025. 160 hrs/month. 160 hrs during trading hrs. Advise clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 06/2025. 2 hrs/month. 2 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Steady Climb LLC. Investment-related. At registered location. Book. Owner. 06/2015. 0 hrs/ month. 0 hrs during trading hrs. Owner. 4. Temple Israel. Not investment-related. 5725 Walnut Lake Rd, West Bloomfield, MI 48323. Charitable/non-profit organization. Board member. 05/2017. 5 hrs/month. 5 hrs during trading hrs. Ensure funds are being used in the best interest of the synagogue.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-21

Designations

• Certified Financial Planner