Jonathan R. Lagerstedt
Professional summary
Jonathan Richard Lagerstedt is a registered financial advisor currently at ALLSPRING FUNDS MANAGEMENT, LLC located in Bridgewater, Massachusetts and ALLSPRING FUNDS DISTRIBUTOR, 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 2001. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Richard Lagerstedt's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2017 - Present
ALLSPRING FUNDS MANAGEMENT, LLC
Office #2: 101 Seaport Blvd 11th Floor, Boston, MA 02210January 4, 2010 - Present
ALLSPRING FUNDS DISTRIBUTOR, LLC
Office #1: 101 Seaport Blvd 11th Floor, Boston, MA 02210January 4, 2010 - December 31, 2014
ALLSPRING FUNDS MANAGEMENT, LLC
November 13, 2009 - January 4, 2010
EVERGREEN INVESTMENT MANAGEMENT CO
May 2, 2008 - January 4, 2010
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC.
October 30, 2002 - April 18, 2008
GUARDIAN INVESTOR SERVICES LLC
December 21, 2001 - June 17, 2002
DWS DISTRIBUTORS, INC.
Primary Firm SEC Registration
ALLSPRING FUNDS MANAGEMENT, LLC
CRD#: 110841 / SEC#: 801-58237
State Registrations and Notice Filings
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Exams
FINRA
Current Firm
ALLSPRING FUNDS MANAGEMENT, LLC
CRD#: 110841 / SEC#: 801-58237
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 12,065 |
| AUM (Assets Under Management) | $ 318,037,012,784 |
Red Flags
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