Jack Neeson has been an investment adviser representative at Elevate Financial Planning and Wealth Management since July 2025, 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 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Jack Neeson is registered as an investment adviser representative in 3 states. The first approvals date from July 2025; the most recent is Texas, in December 2025.
- FloridaSince 18 July 2025
- GeorgiaSince 9 October 2025
- TexasSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2025 |
| SIE | Securities Industry Essentials Examination | 15 February 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8131376
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jack Neeson work?
Jack Neeson is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jack Neeson a financial advisor?
Yes. Jack Neeson has a current investment-adviser registration in Florida, Georgia and Texas, through Elevate Financial Planning and Wealth Management since July 2025.
How many years of experience does Jack Neeson have?
Jack Neeson has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has Jack Neeson passed?
Jack Neeson has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in February 2025.
Where is Jack Neeson based?
Jack Neeson’s registered office is in St. Petersburg, FL.
Is Jack Neeson registered with FINRA?
No. Jack Neeson has no current broker registration.
How can I verify Jack Neeson’s record?
Search CRD 8131376 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Neeson’s full registration record.
