Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Ellefson is a financial advisor who has been in the industry since July 15, 1987. Jonathan is currently registered with Ausdal Financial Partners, Inc. in Harker Heights, TX and Colorado Springs, CO. Jonathan has a variety of licenses and certifications, including Series 7, Series 63, Series 65, and Series 24. Jonathan is a registered investment advisor in several states including Texas, Louisiana, Iowa, California, and Minnesota. Jonathan also has a variety of experience with different types of clients, including individuals, corporations, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on uma platforms
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Revenue sharing
1
2
TX
10/31/2024 - Present
Ausdal Financial Partners, Inc. (HARKER HEIGHTS TX)
MN
03/25/1987 - 12/30/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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