JL
Jonathan W. Lonske
KESTRA ADVISORY SERVICES
Bridgewater, NH
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CRD#: 2594921
JL
Professional summary
Jonathan William Lonske, who also goes by Jonathan W Lonske, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Bridgewater, New Hampshire and KESTRA INVESTMENT SERVICES, LLC located in Boston, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jonathan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jonathan W Lonske
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: Windsor Private Wealth, LLC Investment Related: Yes Address: 125 High St Suite 220 Boston MA 02110 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Loan/Mortgage/Lending Related Position, Title or Relationship: Managing Partner, Financial Advisor Start Date: 11/30/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide financial management and investment management adviseBusiness Name: Kestra Investment Services LLC. Investment Related: Yes Address: 5707 Southwest Parkway, Bld 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 12/2/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan William Lonske'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
January 6, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #3: 750 N State St. 7th Floor, Chicago, IL 60654Office #4: 125 High Street Suite 2614, Boston, MA 02110RIA
CRD#: 283330
Bridgewater, NH
Current
December 2, 2020 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 125 High Street Suite 220, Boston, MA 02210Office #2: 750 N State St. 7th Floor, Chicago, IL 60654BD
CRD#: 42046
Boston, MA
Past
May 13, 2020 - December 8, 2020
MORGAN STANLEY
RIA
CRD#: 149777
BOSTON, MA
Past
June 1, 2009 - December 8, 2020
MORGAN STANLEY
BD
CRD#: 149777
BOSTON, MA
Past
November 7, 2008 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BOSTON, MA
Past
April 2, 2007 - November 13, 2008
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
BOSTON, MA
Past
February 16, 2001 - April 2, 2007
MORGAN STANLEY DW INC.
BD
CRD#: 7556
BOSTON, MA
Past
March 22, 1999 - March 9, 2001
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
Past
May 31, 1996 - March 5, 1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Past
March 11, 1996 - April 15, 1996
GRUNTAL & CO., L.L.C.
BD
CRD#: 372
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
California(12/2/2020)
RR
Connecticut(12/2/2020)
RR
Delaware(4/25/2024)
RR
District of Columbia(10/23/2024)
RR
Florida(12/3/2020)
RR
Georgia(12/2/2020)
RR
Illinois(9/1/2021)
IAR
Illinois(11/14/2024)
RR
Indiana(1/4/2021)
RR
Massachusetts(2/23/2021)
IAR
Massachusetts(2/23/2021)
RR
Michigan(12/2/2020)
RR
New Hampshire(12/2/2020)
IAR
New Hampshire(11/22/2024)
RR
New Jersey(5/13/2025)
RR
New York(12/2/2020)
RR
North Carolina(12/12/2024)
RR
Ohio(12/2/2020)
RR
Oregon(12/12/2024)
RR
Pennsylvania(2/23/2021)
RR
Puerto Rico(4/10/2024)
IAR
Puerto Rico(4/12/2024)
RR
Rhode Island(5/18/2022)
RR
South Carolina(11/13/2024)
RR
Tennessee(8/2/2022)
RR
Texas(12/2/2020)
IAR
Texas(1/6/2021)
RR
Washington(12/2/2020)
RR
Wyoming(12/2/2020)
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
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
