Jonathan G. Linstra
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jonathan Graham Linstra was a registered financial professional .
Jonathan is a previously registered financial professional and started their career in finance in 1995. Jonathan had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 16, 2021 - June 26, 2025
MORNINGSTAR INVESTMENT SERVICES LLC
December 20, 2013 - April 13, 2021
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
July 9, 2008 - November 7, 2013
JANUS HENDERSON INVESTORS
July 8, 2008 - November 7, 2013
FORESIDE FUND SERVICES, LLC
April 19, 2007 - May 5, 2008
RYDEX ADVISORY SERVICES, LLC
November 25, 2005 - May 5, 2008
GUGGENHEIM DISTRIBUTORS, LLC
August 1, 2003 - November 8, 2005
CURIAN CAPITAL, LLC
January 23, 2003 - November 8, 2005
INVESTMENT CENTERS OF AMERICA, INC.
October 8, 2002 - December 13, 2002
MORGAN STANLEY DW INC.
February 13, 2002 - May 29, 2002
J.P. MORGAN SECURITIES LLC
September 19, 1995 - January 8, 2002
INVESCO CAPITAL MARKETS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MORNINGSTAR INVESTMENT SERVICES LLC
CRD#: 112525 / SEC#: 801-60401, 8-53593
Contact information
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/14/2025 | ||
| 08/20/2024 | ||
| 09/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
