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Jonathan Galindo

Kestra Investment Services, LLC

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About Jonathan Galindo

Jonathan Galindo is a financial professional with Kestra Investment Services, LLC. He has been in the industry since 2022. Jonathan holds the Series 63, Series 6TO, and SIE licenses. He is registered in Texas. He is a former employee of J.P. MORGAN SECURITIES LLC.

Firm Information

Jonathan Galindo is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Jonathan Galindo’s Registration & Firm History

TX

07/25/2023 - Present

Kestra Investment Services, LLC (AUSTIN TX)

TX

12/03/2021 - 05/17/2023

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BC

Issued 01/26/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/12/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Galindo.
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