Jesse Adkins has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 2026, 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 · under a yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Jesse Adkins is registered as an investment adviser representative in 2 states. Each was approved in August 2026.
- FloridaSince 11 August 2026
- TennesseeSince 6 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8325161
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 1200 Premier Dr, Suite 225, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jesse Adkins work?
Jesse Adkins is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jesse Adkins a financial advisor?
Yes. Jesse Adkins has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since August 2026.
How many years of experience does Jesse Adkins have?
Jesse Adkins has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Jesse Adkins passed?
Jesse Adkins passed the Series 65 in July 2026.
Where is Jesse Adkins based?
Jesse Adkins’ registered office is in Chattanooga, TN.
Is Jesse Adkins registered with FINRA?
No. Jesse Adkins has no current broker registration.
How can I verify Jesse Adkins’ record?
Search CRD 8325161 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jesse Adkins’ full registration record.
