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Jonathan Lee Herndon

Elser Financial Planning, Inc.

Indianapolis, IN

CRD 6749222

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Employer firm

Elser Financial Planning, Inc. CRD 143311

$2.11B regulatory AUM 18 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Elser Financial Planning, Inc.

8900 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-03-08
IN RA APPROVED 2017-12-12
  • TX RA
    APPROVED
    Since 2023-03-08
  • IN RA
    APPROVED
    Since 2017-12-12

Branch Locations

8900 Keystone Crossing Suite 450, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elser Financial Planning, Inc Indianapolis IN 05/2015 Present
Designations
  • Certified Financial Planner
Other Names
  • Jonathan L Herndon

View on SEC IAPD

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Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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