AdFi
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Jonathan James Eleser

Investment Adviser Representative at FMSA

Lafayette, LACRD #6163472Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Louisiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/21/2017
SIE
Securities Industry Essentials Examination
Passed 10/13/2016
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 9/24/2013

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
$1 to $99,9992.50%
$100,000 to $249,9991.98%
$250,000 to $749,9991.50%
$750,000 to $999,9991.25%
$1,000,000 and over1.00%
Source

FMSA Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FMSACurrent
3/16/2019Lafayette, LA
N.I.S. FINANCIAL SERVICES, INC.
9/24/201310/13/2016Kansas City, MO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan James Eleser has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jonathan James Eleser - Financial Advisor in Lafayette, LA | AdvisorFinder