RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jonathan Forbes Fecko
- Title
- Financial Advisor | Denver, COreportedelevateasset.comfirm site, Sep 16, 2026
- Designations
- CFPreportedelevateasset.comas printed on the bio page, Sep 17, 2026
- Professional profile
- elevateasset.com/jack-feckoreportedelevateasset.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Elevate Wealth Management independent RIA currentsince Aug 6, 2025 · Littleton, Co
- Frontier Asset Management, LLC mixed wealthMar 16, 2025 to Nov 19, 2025 · Sheridan, Wy
- Potomac asset managerFeb 22, 2023 to Feb 27, 2025 · Bethesda, Md
- Frontier Asset Management, LLC to Elevate Wealth Managementleft Nov 19, 2025, registered Aug 6, 2025 (-105 days) · RIA to a newly registered adviser · moved with a team
- Potomac to Frontier Asset Management, LLCleft Feb 27, 2025, registered Mar 16, 2025 (17 days) · Other
- Jonathan Forbes Fecko left Frontier Asset Management, Llc for Elevate Wealth Management (registered 2025-08-06)Nov 19, 2025 · Advisor changed firm · fact
- Jonathan Forbes Fecko left Potomac for Frontier Asset Management, Llc (registered 2025-03-16)Feb 27, 2025 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address