Justin Zhang has been an investment adviser representative at Elevate Financial Planning and Wealth Management since July 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
Justin Zhang is registered as an investment adviser representative in 2 states. Each was approved in July 2026.
- FloridaSince 13 July 2026
- TennesseeSince 8 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 1 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Justin Wang Zhang
- CRD
- 8309453
- 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
- July 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Justin Zhang work?
Justin Zhang is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Justin Zhang a financial advisor?
Yes. Justin Zhang has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since July 2026.
How many years of experience does Justin Zhang have?
Justin Zhang has 0 years in the financial industry, since July 2026, across 1 adviser firm.
What exams has Justin Zhang passed?
Justin Zhang passed the Series 65 in June 2026.
Where is Justin Zhang based?
Justin Zhang’s registered office is in Chattanooga, TN.
Is Justin Zhang registered with FINRA?
No. Justin Zhang has no current broker registration.
How can I verify Justin Zhang’s record?
Search CRD 8309453 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Zhang’s full registration record.
