Jonathan Eleser has been an investment adviser representative at Financial Management Services of America since March 2019, and is not listed among the firm’s executive officers or direct owners.
Financial Management Services of America LLC. is a firm with $216M under management, 1,291 clients and 20 advisers across 13 offices, as of its September 2026 filing.
Jonathan Eleser is a financial planner with Financial Management Services of America. He has over 10 years in the industry and builds custom-tailored plans that take individual circumstances and goals into account.
Investment adviser representative registrations
Jonathan Eleser is registered as an investment adviser representative in Louisiana, since March 2019.
- LouisianaSince 16 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 August 2017 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 24 September 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jonathan James Eleser
- CRD
- 6163472
- Firm
- Financial Management Services of America · CRD 154136
- Office
- 412 W. University Ave, ste 103, lafayette, LA 70586
- Registration
- Investment adviser registration
- In the industry since
- March 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- myfmsa.com
Where does Jonathan Eleser work?
Jonathan Eleser is an investment adviser representative registered through Financial Management Services of America LLC. since March 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Eleser a financial advisor?
Yes. Jonathan Eleser has a current investment-adviser registration in Louisiana, through Financial Management Services of America since March 2019.
How many years of experience does Jonathan Eleser have?
Jonathan Eleser has 7 years in the financial industry, since March 2019, across 1 adviser firm.
What exams has Jonathan Eleser passed?
Jonathan Eleser has passed 2 licensing exams: the Series 6 and Series 65. The earliest, the Series 6, was passed in September 2013. FINRA credited Jonathan Eleser with the SIE, which began in October 2018.
Where is Jonathan Eleser based?
Jonathan Eleser’s registered office is in lafayette, LA.
Is Jonathan Eleser registered with FINRA?
No. Jonathan Eleser has no current broker registration.
How can I verify Jonathan Eleser’s record?
Search CRD 6163472 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Eleser’s full registration record.