JL
Joseph R. Linton
KESTRA INVESTMENT SERVICES
Glenside, PA 19038
Some features on this profile are disabled
CRD#: 1463878
JL
Professional summary
Joseph Robert Linton, who also goes by J Robert Linton, is a registered financial professional currently at KESTRA INVESTMENT SERVICES, LLC located in Glenside, Pennsylvania.
Joseph is registered as a RR (Registered Representative) and started their career in finance in 1986. Joseph has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
J Robert Linton
Other business activities
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.
Business Name: Premier Financial Group Inv Rel: Yes Address: 119 S Easton Road Glensiide PA 19038 NOB: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position: Vice-President Start Date: 11/1/2011 Hours per month: 81% - 90% (129 - 144 hours) Hours per month during trading hours: 61% - 70% (85 - 98 hours) DESC: Client Sales and Services Business Name: Kestra Advisory Services, LLC Inv Rel: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 NOB: Investment Advisory services through Kestra Advisory Services, LLC Position: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) DESC: Investment advisory services Business Name: Friends of Jamaica Theological Seminary Inv Rel: No Address: PO Box 8051 Hobe Sound FL 33475 NOB: Board Position (Board of Directors, Board of Trustees, etc.) Position: Member of the board Start Date: 3/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) DESC: provide personal donations and seek donations from diaspora members of our churches primarily in the state of Florida. Business Name: JOSEPH ROBERT LINTON POS: Joint owners NOB: sale of our book, Mentoring Matters INV REL: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 2 START DATE: 06/15/2024 ADDRESS: 1065 Spinning Wheel Drive, Apopka FL 32712 DESC: We reach out to friends and family with the object of selling the book.
CRS (Client Relationship Summary) - BD
Click below to view Joseph Robert Linton's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 3, 2000 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 119 South Easton Rd., Glenside, PA 19038BD
CRD#: 42046
Glenside, PA
Past
April 20, 2016 - October 10, 2025
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
GLENSIDE, PA
Past
May 4, 2009 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
ABINGTON, PA
Past
February 10, 1992 - October 4, 2000
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
Past
November 28, 1990 - December 23, 1991
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
November 28, 1990 - March 2, 1992
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
April 22, 1986 - December 31, 1990
EQUITY SERVICES, INC.
BD
CRD#: 265
MONTPELIER, VT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Delaware(12/21/2001)
RR
Florida(11/8/2000)
RR
Georgia(8/12/2005)
RR
Indiana(11/25/2013)
RR
Maryland(11/12/2021)
RR
New Jersey(2/23/2001)
RR
New York(10/24/2000)
RR
North Carolina(9/15/2011)
RR
Pennsylvania(10/3/2000)
RR
Rhode Island(3/25/2024)
RR
Texas(10/27/2006)
RR
Virginia(7/23/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KI
KESTRA INVESTMENT SERVICES, LLC
KESTRA INVESTMENT SERVICES, LLC | PARTNERS SECURITIES, INC. | NFP SECURITIES, INC. | NFP SECIRITIES, INC. | NFP ADVISOR SERVICES, LLC | NFP ADVISOR SERVICES
CRD#: 42046 / SEC#: , 8-49672
BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information
Main Address
5707 Southwest Parkway 2-125, Austin, TX 78746
Mailing Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Phone number
(844) 553-7872
Established
Texas since 09/01/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| KESTRA FINANCIAL, INC | SOLE MEMBER | |
| AMORE, JOHN VINCENT | PRESIDENT | 5430932 |
| CHESTER, KRISTEN LAWLESS | CHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT | 6896952 |
| KANT, VINAY | CHIEF DIGITAL TECHNOLOGY OFFICER | 7976827 |
| PEDLOW, MICHAEL ROSS | CHIEF COMPLIANCE OFFICER, EXECUTIVE VICE PRESIDENT | 4871563 |
| POER, JAMES LYNN | CHIEF EXECUTIVE OFFICER | 1983357 |
| SCHOENBECK, MARK PAUL | EXECUTIVE VICE PRESIDENT | 2625829 |
| YIN, YIN | CONTROLLER | 3219513 |
| ZEGERS, SCOTT MATTHEW | CHIEF FINANCIAL OFFICER | 4831659 |
Disclosures
| Regulatory Event | 14 |
| Arbitration | 2 |
Red Flags
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.
