John Ward Harrison

Employer firm

Elevation Advisory Partners LLC CRD 312170

$226M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2019 → 08/2022
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2020 → Present
  Hcm Holdings
  Leawood, KS
• 05/2021 → Present
  Elevation Advisory Partners
  Longwood, FL
• 02/2021 → 10/2021
  Harrison Lynch Partners
  Longwood, FL
• 08/2022 → Present
  Silver Oak Securities, Inc.
  Leawood, KS
• 06/2009 → 05/2021
  Summit Financial Group Inc
  Overland Park, KS
• 06/2009 → 09/2019
  Summit Brokerage Services Inc
  Overlandk Park, KS

Previous Registrations

• 2021-04-17 → 2021-12-31
  Cetera Wealth Services, Llc
  Leawood, KS
  Longwood, FL
• 2009-06-04 → 2021-05-20
  Summit Financial Group Inc
  Leawood, KS
  Longwood, FL
• 2006-11-27 → 2009-06-18
  Ubs Financial Services Inc.
  Leawood, KS
• 2003-08-18 → 2006-11-29
  Banc Of America Investment Services, Inc.
  Liberty, MO
  Liberty, MO
• 2003-05-20 → 2003-08-20
  Commerce Brokerage Services, Inc.
  Independence, MO

Other Businesses

1) Fixed insurance with various companies,Is Investment Related,"11111 Nall Ave, STE 202, Leawood, KS, 66211, United States",Insurance,Self,2021-03-01,5 hours per month,0 hours per month during trading hours,Commission Compensation,"Sells life,health,disability,long term care and property and causality." 2) Elevation Advisory Partners,Is Investment Related,,RIA,Partner,2021-01-01,160 hours per month,40 hours per month during trading hours,Fee Based Compensation,RIA 3) Harrison Capital Management,Is Investment Related,"11111 Nall Ave, STE 202, Leawood, KS, 66211, United States",Financial Planning,Owner,2009-06-04,160 hours per month,10 hours per month during trading hours,Fee Based Compensation,Financial planning fiirm 4) HCM Holdings,Is Investment Related,"11111 Nall Ave, STE 202, Leawood, KS, 66211, United States",Financial Holding Company,Owner,2020-01-01,160 hours per month,10 hours per month during trading hours,Fee Based Compensation,Holding company for financial planning firm Harrison Capital Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-03
• S63 Uniform Securities Agent State Law Examination
  1999-02-11

Other Names

• John Ward Harrison
• John Ward Harrison