Jonathan Eleser (CRD# 6163472) is an Investment Advisor Representative working at Fmsa in Delray Beach, FL and has over 6 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fmsa | Lafayette, LA | Feb 2019 - Current | 5 |
| Eleser Financial | Lafayette, LA | Feb 2018 - Current | 6 |
| Insurance Advisors, LLC | Lafayette, LA | Jun 2016 - Feb 2018 | 1 |
| O'reilly Auto Parts | Lafayette, LA | Jun 2014 - Jun 2016 | 2 |
| Cns Corporation | Kansas City, MO | Feb 2013 - Jun 2016 | 3 |
| N.i.s. Financial Services, Inc. | Kansas City, MO | Feb 2013 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- LA
-
Total Assets Under Management169MILLIONS
-
Total Number of Accounts1,417ACCOUNTS
-
Average Account Value$119,452
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, IA, LA, TX
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