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Jonathan David Elston

Managed Financial Services Corp. Inc.

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About Jonathan David Elston

Jonathan David Elston is a registered Investment Advisor Representative in Texas. Jonathan is associated with Managed Financial Services Corp. Inc. and has been with the firm since June 2019. Jonathan specializes in Portfolio Management for Individuals. Jonathan's previous employment includes Fidelity Solutions and Southwest Funding LP.

Firm Information

Jonathan Elston is currently registered with Managed Financial Services Corp. Inc.. Managed Financial Services Corp. Inc. is an investment advisor registered with the SEC. It provides portfolio management for individuals and has approximately $56.7 million in regulatory assets under management. The firm has 2 investment advisor representatives and manages assets for 358 clients.

$56.66M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Elston’s Registration & Firm History

TX

08/27/2019 - Present

Managed Financial Services Corp. Inc. (HOUSTON TX)

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Licenses & Designations

IA

Issued 08/27/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan David Elston.
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