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Gerard Joseph O'neill

Elevated Capital Advisors, LLC
6 Years of Experience
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax PlanningHigh Net Worth
Elevated Capital Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,031 clients
Average Client Portfolio
$420K average
Assets Under Management
$433.0M

Fee Structure

Minimum Investment:$10K
Financial Planning:Included in AUM fee

Location

Chalfont, PA

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History

Regulatory History (1)
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Regulatory
August 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Gerard owns GJO Financial, LLC, an insurance business focused on selling life insurance and annuities since 2009, taking about 10-20% of his time. He also volunteers at Central Bucks South High School and teaches accounting and finance to MBA students at LaSalle University.

Employment History
Current Registrations
Elevated Capital Advisors, LLC
March 2023 - Present · 2 yrs 11 mos
Previous Registrations
Cg Advisory Services
April 2019 - April 2023 · 4 yrs
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.