Jack Dickerson has been an investment adviser representative at Elevate Financial Planning and Wealth Management since October 2024, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
- – present · 1 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Jack Dickerson is registered as an investment adviser representative in 6 states. The first approvals date from October 2024; the most recent is Alabama, in January 2026.
- AlabamaSince 26 January 2026
- FloridaSince 24 October 2024
- GeorgiaSince 25 September 2025
- PennsylvaniaSince 24 August 2025
- TennesseeSince 17 July 2025
- TexasSince 24 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 14 November 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 September 2024 |
| SIE | Securities Industry Essentials Examination | 9 July 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jack William Dickerson
- CRD
- 7990002
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 Shallowford Rd, Suite 380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Jack Dickerson work?
Jack Dickerson is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jack Dickerson a financial advisor?
Yes. Jack Dickerson has a current investment-adviser registration in Alabama, Florida, Georgia, Pennsylvania, Tennessee and Texas, through Elevate Financial Planning and Wealth Management since October 2024.
How many years of experience does Jack Dickerson have?
Jack Dickerson has 1 year in the financial industry, since October 2024, across 1 adviser firm.
What exams has Jack Dickerson passed?
Jack Dickerson has passed 3 licensing exams: the SIE, Series 65 and Series 63. The earliest, the SIE, was passed in July 2024.
Where is Jack Dickerson based?
Jack Dickerson’s registered office is in Chattanooga, TN.
Is Jack Dickerson registered with FINRA?
No. Jack Dickerson has no current broker registration.
How can I verify Jack Dickerson’s record?
Search CRD 7990002 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Dickerson’s full registration record.
