Lauren Ashley O'NEill

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

• 03/2023 → Present
  Gjo Financial
  Chalfont, PA
• 03/2023 → 03/2023
  Grandview Hospital
  Quakertown, PA
• 08/2018 → 02/2023
  Giant Food Store
  Chalfont, PA
• 06/2022 → 08/2022
  Pondel Wilkinson
  Chalfont, PA
• 08/2021 → 12/2021
  Penn State
  Abington, PA
• 04/2019 → 07/2021
  Warrington Pastry Shop
  Warrington, PA
• 03/2014 → 08/2018
  Unemployed
  Chalfont, PA

Other Businesses

TruChoice Financial; non-investment related; home office 603 Musket Court Chalfont, PA 18914; Insurance sales, agent, 2/21/2024; 20 hours per month; 2 hours during securities trading hours; sell life and fixed insurance. Bucks County Herald; non-investment related; 875 N Easton Rd Suite B-1 Doylestown, PA 18902; periodically write about current events for the local paper; freelance writer; 2/21/2023; 1 hour per month, non during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-02-21