Jonathan David Elston

Employer firm

Managed Financial Services Corp Inc CRD 109806

$55.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2008 → Present
  Fidelity Solutions
  Richardson, TX
• 02/2022 → Present
  Southwest Funding Lp
  Dallas, TX
• 06/2019 → Present
  Managed Financial Services Corp
  Houston, TX

Other Businesses

Fidelity Solutions: IT Consultant - Duties: Project Manager, Business Analyst, QA Analyst 15% of weekly time (decreasing) Southwest Funding LP: Mortgage Loan Originator Managed Financial Services - Investment Adviser Representative

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-27

Other Names

• Jd Elston
• Jonathan David Elston-Smith