John Scott has been an investment adviser representative at Elevate Financial Planning and Wealth Management since November 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
John Scott is registered as an investment adviser representative in 5 states. The first approvals date from November 2024; the most recent is Virginia, in March 2026.
- FloridaSince 5 November 2024
- GeorgiaSince 25 September 2025
- TennesseeSince 17 December 2024
- TexasSince 24 August 2025
- VirginiaSince 6 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2024 |
| SIE | Securities Industry Essentials Examination | 22 June 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- John Worthington Scott
- CRD
- 8004170
- 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
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does John Scott work?
John Scott is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Scott a financial advisor?
Yes. John Scott has a current investment-adviser registration in Florida, Georgia, Tennessee, Texas and Virginia, through Elevate Financial Planning and Wealth Management since November 2024.
How many years of experience does John Scott have?
John Scott has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has John Scott passed?
John Scott has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in June 2024.
Where is John Scott based?
John Scott’s registered office is in Chattanooga, TN.
Is John Scott registered with FINRA?
No. John Scott has no current broker registration.
How can I verify John Scott’s record?
Search CRD 8004170 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Scott’s full registration record.
