Advisor at Ausdal Financial Partners, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Ausdal Financial Partners, Inc.
Location
Harker Heights, TX 76548
Credentials
Series 63, Series 65
Industry experience
38 years
Jonathan Ellefson is a financial advisor with Ausdal Financial Partners, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked for Intervest International Equities Corporation for 32 years before joining Ausdal in 2024. Outside of advisory work, he operates Ellefson & Associates, a business through which he continues to conduct investment-related activities. Ausdal Financial Partners is an SEC-registered investment adviser and FINRA-member broker-dealer managing over $2 billion in client assets. The firm offers investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations, delivering strategies through both discretionary and non-discretionary accounts with a broad range of investment options.
Based on Ausdal Financial Partners, Inc.
Based on Ausdal Financial Partners, Inc.
Flat fees for financial planning services, negotiated case-by-case, with no prepayment over $1200 six months in advance
Negotiable up to 3% annually
Commissions from insurance and brokerage product sales, including 12b-1 fees and other sales charges
Hourly rates negotiated on a case-by-case basis for financial planning services
Fee-only: Negotiable fees, maximum annual fee not to exceed 3%
552 E. Fm 2410
Harker Heights, TX 76548
Texas
Ausdal Financial Partners, Inc
2024 - Present (2 years)
Intervest International Equities Corporation
1992 - 2024 (32 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Harker Heights, TX
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