Jeffrey
Lynch

Elevation Advisory Partners LLC

CRD#7221074
Investment Advisor
in Longwood, FL

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About this Advisor

Jeffrey Lynch is a financial advisor based out of Longwood, Florida with 1 year of relevant experience. Lynch works at Elevation Advisory Partners LLC. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bugnutty Brewing Company, United States Air Force, Bank Of America, N.A, Engineering Research And Consulting and Silver Oak Securities, Inc. Lynch holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Florida. Elevation Advisory Partners LLC is a registered investment company that has its headquarters in Longwood, FL. The company has just three employees. It has $104 million in assets under management between its 657 accounts, placing it among the mid-sized firms in the nation by assets under management. The advisory firm performs a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules vary depending on which services the firm provides the client. Fees charged by Elevation Advisory Partners LLC most likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

231 W. Bay Avenue
Longwood, FL 32750

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Elevation Advisory Partners LLC Brokerage Details

Total Assets Under Management

$104,145,183

FL Average: $1,855,561,029
Total Number of Employees

3

FL Average: 62
Total Number of Accounts

657

FL Average: 2,474
Average Account Size

$158,516

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jeffrey Lynch Work History

Jeffrey has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Silver Oak Securities, Inc

2021 - Present (3 years)

Engineering Research And Consulting

2020 - 2021 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2021 (1 year)

Bank Of America, N.A

2012 - 2019 (7 years)

Bugnutty Brewing Company

2010 - 2013 (3 years)

United States Air Force

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jeffrey Lynch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Elevation Advisory Partners LLC

Jeffrey Lynch
Longwood, FL
Brian Truxaw
Longwood, FL
John Harrison
Leawood, KS

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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