Cooper James Parry

Employer firm

Elevated Capital Advisors, LLC CRD 226721

$499M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2015 → 06/2020
  South Sanpete School District
  Ephraim, UT
• 06/2020 → 08/2020
  Oxbow Academy
  Mt. Pleasant, UT
• 03/2021 → 01/2023
  Wi-Fiber Inc
  Logan, UT
• 08/2020 → 03/2021
  Utah State University
  Logan, UT
• 02/2023 → 04/2023
  Unemployed
  Saratoga Springs, UT
• 04/2023 → Present
  Elevated Capital Advisors
  Sandy, UT

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-10

Other Names

• Cooper Parry