JE
JE

Jonathan Elston

32 Years of Experience
Tampa, FL
Broker

Jonathan Elston is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 32 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1214 Bearss Avenue, Tampa, FL, 33613

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jonathan is an independent contractor for Mascherin Financial, Inc., a support company for an RJFS branch. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2009 - Present · 16 yrs 9 mos
Raymond James Financial Services, INC.Broker
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Raymond James Financial Services
March 2006 - October 2009 · 3 yrs 7 mos
Raymond James Financial Services
July 2003 - December 2005 · 2 yrs 5 mos
Raymond James Financial Services, INC.Broker
June 2003 - December 2005 · 2 yrs 6 mos
Morgan Stanley Dw INC.Broker
February 1998 - June 2003 · 5 yrs 4 mos
Lew Lieberbaum & CO., INC.Broker
October 1993 - March 1997 · 3 yrs 5 mos
Investors Associates, INC.Broker
June 1993 - September 1993 · 3 mos
Lew Lieberbaum & CO., INC.Broker
January 1993 - June 1993 · 5 mos
State Registrations4 states
FLNCNYTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jonathan Elston - Financial Advisor | TrueAdvisor