Advisors at this firm
John A
Series 66
Missouri City, TX
Elevation Advisory Partners LLC
John Asta is a Series 66-credentialed financial advisor with 20 years of industry experience. He has worked at Silver Oak Securities since 2023 and previously spent 10 years with Raymond James & Associates. Outside of his advisory work, he participates as a mentor in the Villanova University Mentor Program. Elevation Advisory Partners LLC serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans, providing discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis with long- and short-term strategies across a range of asset classes and incorporates sustainability preferences upon client request.
John H
Series 63, Series 65
Leawood, KS
Elevation Advisory Partners LLC
John Harrison is a financial advisor with Elevation Advisory Partners LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Silver Oak Securities, Cetera Advisor Networks, and Summit Financial Group. He owns a financial planning firm and a financial holding company. Elevation Advisory Partners serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis across various asset classes and incorporates third-party manager oversight and technology platforms in its investment approach.
Jordan H
Series 66
Orlando, FL
Elevation Advisory Partners LLC
Jordan Harrison is a financial advisor with Elevation Advisory Partners LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Elevation Advisory Partners and Silver Oak Securities, he worked at Wells Fargo Clearing Services and held roles in retail and university settings. Elevation Advisory Partners serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans with discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis across a range of asset classes and incorporates sustainability preferences upon request while utilizing third-party managers and technology platforms.
Brian T
Series 65
Leawood, KS
Elevation Advisory Partners LLC
Brian Truxaw is a financial advisor with Elevation Advisory Partners LLC in Leawood, KS, holding a Series 65 designation and three years of industry experience. He previously worked at Commerce Bank for thirteen years. Elevation Advisory Partners serves individuals, high-net-worth families, estates, trusts, partnerships, and employer-sponsored retirement plans, offering discretionary investment management, financial planning, and retirement-plan advisory services. The firm employs both fundamental and technical analysis across various asset classes and incorporates ESG preferences when requested, while also engaging third-party managers and utilizing a technology platform for oversight and reporting.