Jonathan Colquitt

As Managing Partner and Financial Advisor at Elevate Financial Planning and Wealth Management, Jonathan provides clarity, expertise, and knowledge in financial planning for clients.

Jonathan started his career in Tampa with Florida Financial Advisors. After being recognized as a Top Financial Advisor in the firm, he went on to lead other advisors as a District Manager while continuing to service clients as an Independent Financial Planner. Jonathan additionally helped oversee office expansion through collaboration on firm efforts and personally trained independent advisors in financial planning implementation and client service.

As a financial planner, Jonathan walks alongside clients to help them strategically plan for life and accomplish their goals. He specializes in maximizing employer benefits and bringing clarity to the complex world of retirement planning. Through Elevate, he sees a path where client goals are effectively achieved through advanced planning and support. 

Jonathan graduated from Auburn University with a Bachelor of Science in Finance. He is originally from Niceville, Florida and currently manages our second branch in Chattanooga, Tennessee where he resides with his wife and two children. They enjoy staying active and spending quality time with family and friends.