Jonathan David Elston
Professional Summary
Jonathan David Elston, who also goes by Jd Elston, Jonathan David Elston-smith, is a registered financial advisor currently at MANAGED FINANCIAL SERVICES CORP INC located in Houston, Texas and D.L. FIELDS ADVISORY GROUP, LLC located in Vestavia Hills, Alabama. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jonathan has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jd Elston, Jonathan David Elston-Smith
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
MANAGED FINANCIAL SERVICES CORP INC
Contact Information
Main Address
10330 Lake Road Suite U, Houston, TX 77070Phone Number
(281) 880-7200# of Employees
6Documents
Regulatory Assets Under Management
Total Number of Accounts
275AUM (Assets Under Management)
$55,466,243Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(9/18/2026)
(8/27/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan David Elston's CRS (Customer Relationship Summary).
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