Cooper Parry has been an investment adviser representative at Elevated Capital Advisors since June 2023, and is not listed among the firm’s executive officers or direct owners. Cooper Parry holds a Degree in Personal Finance from Utah State University.
Elevated Capital Advisors, LLC is a Draper, UT firm with $499M under management, 1,007 clients and 19 advisers across 11 offices, as of its March 2026 filing.
Cooper Parry is Director of Financial Planning and Investment Advisor Representative of Elevated Retirement Group. He began his career as a financial advisor in 2023 and focuses on comprehensive planning across all areas of income, investments, taxes, healthcare and legacy.
- – present · 3 yearsDraper, UT · Adviser representative · Firm CRD 226721
Professional designations
Listed by Elevated Capital Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Cooper Parry is registered as an investment adviser representative in Utah, since June 2023.
- UtahSince 22 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Cooper James Parry
- CRD
- 7771544
- Firm
- Elevated Capital Advisors · CRD 226721
- Office
- 11925 SOUTH 700 EAST, Draper, UT 84020
- Registration
- Investment adviser registration
- In the industry since
- June 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatemyretirement.com
Where does Cooper Parry work?
Cooper Parry is an investment adviser representative registered through Elevated Capital Advisors, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Cooper Parry a financial advisor?
Yes. Cooper Parry has a current investment-adviser registration in Utah, through Elevated Capital Advisors since June 2023.
How many years of experience does Cooper Parry have?
Cooper Parry has 3 years in the financial industry, since June 2023, across 1 adviser firm.
What exams has Cooper Parry passed?
Cooper Parry passed the Series 65 in May 2023.
Where is Cooper Parry based?
Cooper Parry’s registered office is in Draper, UT.
Is Cooper Parry registered with FINRA?
No. Cooper Parry has no current broker registration.
Is Cooper Parry a CFP?
Elevated Capital Advisors lists Cooper Parry with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Cooper Parry, CFP® biography, elevatemyretirement.com
How can I verify Cooper Parry’s record?
Search CRD 7771544 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cooper Parry’s full registration record.
