Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Brian Lindsay is a financial advisor with Dimensional Fund Advisors LP. Jonathan has been in the industry since 2014. Previously, Jonathan was a financial advisor for Morgan Stanley and Merrill Lynch. Jonathan is registered with the state of Texas as an Investment Advisor Representative. Jonathan has a Series 66, 7 and SIE license. Jonathan is also a Chartered Financial Analyst.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
07/07/2022 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
TX
11/19/2015 - 06/29/2022
MORGAN STANLEY (Austin TX)
IL
03/10/2014 - 09/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
BOTH
Issued 05/01/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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