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Jonathan Lee Herndon

Shareholder/Managing PartnerElser Financial Planning, Inc.CRD 6749222

About Jonathan Lee Herndon

Jonathan Lee Herndon is listed as Shareholder/Managing Partner at Elser Financial Planning, Inc. in Indianapolis, IN. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Elser Financial Planning, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jonathan Lee Herndon work?

Jonathan Lee Herndon is listed as Shareholder/Managing Partner at Elser Financial Planning, Inc. on SEC Form ADV.

How much of Elser Financial Planning, Inc. does Jonathan Lee Herndon own?

Form ADV reports a beneficial ownership band of 10-25%.

Elser Financial Planning, Inc.

TitleShareholder/Managing Partner
Ownership10-25%
Control personNo
Since2017
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