Jonathan Colquitt has been Member/Manager/Managing Partner of Elevate Financial Planning and Wealth Management since September 2023, is a control person of the firm and directly owns between 25% and 50% of it. Jonathan Colquitt holds a Bachelor of Science in Finance from Auburn University.
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.
Jonathan Colquitt is Managing Partner and Financial Advisor of Elevate Financial Planning and Wealth Management. He started his career in Tampa with Florida Financial Advisors, where he went on to lead other advisors as a District Manager while continuing to serve clients. He specializes in maximizing employer benefits and retirement planning and manages the firm's second branch in Chattanooga, Tennessee.
Jonathan Colquitt’s longest registration was 3 years at Florida Financial Advisors, LLC (2020–2024). Before joining Elevate Financial Planning and Wealth Management in 2024, Jonathan Colquitt was registered through Florida Financial Advisors, LLC.
- – present · 2 yearsChattanooga, TN · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, LLC– · 3 yearsChattanooga, TN · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
Jonathan Colquitt is registered as an investment adviser representative in 10 states. The first approvals date from August 2024; the most recent is Virginia, in March 2026.
- CaliforniaSince 15 January 2026
- FloridaSince 29 August 2024
- GeorgiaSince 23 January 2025
- LouisianaSince 19 December 2024
- North CarolinaSince 17 December 2024
- PennsylvaniaSince 3 June 2025
- South CarolinaSince 16 May 2025
- TennesseeSince 17 December 2024
- TexasSince 31 January 2025
- VirginiaSince 10 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 17 July 2023 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 22 June 2022 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 14 November 2020 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 October 2020 |
| SIE | Securities Industry Essentials Examination | 10 September 2020 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Jonathan David Colquitt
- CRD
- 7308309
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Role
- Member/Manager/Managing Partner
- Office
- 7405 Shallowford Road, Suite #380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevatefpwm.com
Where does Jonathan Colquitt work?
Jonathan Colquitt has been Member/Manager/Managing Partner of Elevate Financial Planning and Wealth Management LLC since September 2023, and is a control person of the firm.
Is Jonathan Colquitt a financial advisor?
Yes. Jonathan Colquitt has a current investment-adviser registration in California, Florida, Georgia, Louisiana, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas and Virginia, through Elevate Financial Planning and Wealth Management since August 2024.
How many years of experience does Jonathan Colquitt have?
Jonathan Colquitt has 5 years in the financial industry, since November 2020, across 2 adviser firms.
What exams has Jonathan Colquitt passed?
Jonathan Colquitt has passed 5 licensing exams: the SIE, Series 65, Series 6TO, Series 26 and Series 63. The earliest, the SIE, was passed in September 2020.
Where is Jonathan Colquitt based?
Jonathan Colquitt’s registered office is in Chattanooga, TN.
Is Jonathan Colquitt registered with FINRA?
No. Jonathan Colquitt has no current broker registration.
How can I verify Jonathan Colquitt’s record?
Search CRD 7308309 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Colquitt’s full registration record.
