Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Graham Linstra is a financial advisor with over 25 years of experience in the industry. Jonathan is currently registered with Morningstar Investment Services LLC and specializes in providing portfolio management services to individuals, businesses, and investment companies. Jonathan holds several professional licenses, including Series 7, Series 24, Series 63, and Series 66. He is also a registered representative of FINRA. Prior to joining Morningstar Investment Services LLC, Jonathan worked as a financial advisor at State Street Global Advisors Funds Distributors, LLC, Foreside Fund Services, LLC, and Rydex Distributors, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Aua
1
2
IL
07/16/2021 - Present
Morningstar Investment Services LLC (CHICAGO IL)
MA
12/20/2013 - 04/13/2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC (Boston MA)
ME
07/08/2008 - 11/07/2013
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
MD
11/25/2005 - 05/05/2008
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
WI
01/23/2003 - 11/08/2005
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
NY
10/08/2002 - 12/13/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/13/2002 - 05/29/2002
BEAR, STEARNS & CO. INC. (NEW YORK NY)
TX
09/19/1995 - 01/08/2002
VAN KAMPEN FUNDS INC. (HOUSTON TX)
BOTH
Issued 07/30/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/02/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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