Jeff Currie has been an investment adviser representative at Elevated Capital Advisors since January 2019, and is not listed among the firm’s executive officers or direct owners. Jeff Currie holds a Degree in Economics from Humboldt 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.
Jeff Currie is Investment Advisor Representative of Elevated Capital Advisors. He is President and Founder of Currie Financial Group in Boise and works with Elevated Capital Advisors as an Investment Advisor Representative.
Jeff Currie’s longest registration is the current one, 7 years at Elevated Capital Advisors since 2019. Before joining Elevated Capital Advisors in 2019, Jeff Currie was registered through Galileo Financial Advisors, LLC and Global Financial Private Capital, LLC.
- – present · 7 yearsHomedale, ID · Adviser representative · Firm CRD 226721
- Galileo Financial Advisors, LLC– · under a yearBoise, ID · Adviser representative · Firm CRD 142357
- Global Financial Private Capital, LLC– · 7 yearsBoise, ID · Adviser representative · Firm CRD 132070
Investment adviser representative registrations
Jeff Currie is registered as an investment adviser representative in Idaho, since January 2019.
- IdahoSince 15 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 January 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 December 1993 |
| Series 7 | General Securities Representative Examination | 2 November 1993 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeff David Currie
- CRD
- 2407176
- Firm
- Elevated Capital Advisors · CRD 226721
- Office
- Homedale, ID
- Registration
- Investment adviser registration
- In the industry since
- January 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatemyretirement.com
Where does Jeff Currie work?
Jeff Currie is an investment adviser representative registered through Elevated Capital Advisors, LLC since January 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jeff Currie a financial advisor?
Yes. Jeff Currie has a current investment-adviser registration in Idaho, through Elevated Capital Advisors since January 2019.
How many years of experience does Jeff Currie have?
Jeff Currie has 14 years in the financial industry, since January 2012, across 3 adviser firms.
What exams has Jeff Currie passed?
Jeff Currie has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in November 1993.
Where did Jeff Currie work before Elevated Capital Advisors?
Before Elevated Capital Advisors, Jeff Currie was registered through Galileo Financial Advisors, LLC, December 2012 to October 2013.
Where is Jeff Currie based?
Jeff Currie’s registered office is in Homedale, ID.
Is Jeff Currie registered with FINRA?
No. Jeff Currie has no current broker registration.
How can I verify Jeff Currie’s record?
Search CRD 2407176 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jeff Currie’s full registration record.
