Shareholder/managing Partner · Elser Financial Planning, Inc.
Jonathan L. Herndon
CRD 6749222 · Named on Form ADV at one SEC-registered adviser
At a glance
Elser Financial Planning, Inc., an SEC-registered wealth manager based in Indianapolis, IN with $2.1 billion in regulatory assets, lists Jonathan L. Herndon on its Form ADV as Shareholder/managing Partner.
Firms and roles
- Elser Financial Planning, Inc.Shareholder/managing PartnerWealth manager · Indianapolis, IN · $2.1B in regulatory assets
AtlasMembers
Jonathan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (9)
- Susan C. ElserPresident, Elser Financial Planning, Inc.
- Linda D MurphyCco/managing Partner, Elser Financial Planning, Inc.
- Derek C. HamiltonShareholder, Elser Financial Planning, Inc.
- Eric A ShetterShareholder, Elser Financial Planning, Inc.
- KATHLEEN E. TranovichShareholder/managing Partner, Elser Financial Planning, Inc.
4 more people named with Jonathan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.