JL
Jonathan Lanstein
CAMBRIDGE INVESTMENT RESEARCH ADVISORS
Malden, MA 02148
Some features on this profile are disabled
CRD#: 4557328
JL
Professional summary
Jonathan Lanstein, who also goes by Jay Lanstein, Jonthan Lanstein, is a registered financial advisor currently at CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. located in Malden, Massachusetts and CAMBRIDGE INVESTMENT RESEARCH, INC. located in Malden, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jonathan has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 57TO, SIE, Series 87, Series 55, Series 7, Series 10, Series 9, Series 53, Series 27, Series 4 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jay Lanstein | Jonthan Lanstein
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.
1) LANSTEIN & CO LLC, BOSTON MA 02127, 10/2022, OWNER, HOLDING COMPANY, INV REL, 20 HR/MO 20 HR/MO TRADING 2) INSURANCE, 389 MAIN ST SUITE 101 MALDEN MA 02148, 10/2022, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE AGENCIES, INV REL, 5 HR/MO 5 HR/MO TRADING 3) CITY CENTER CONDOMINIUM TRUST, 389 MAIN ST SUITE 101 MALDEN MA, 10/2022, PRESIDENT, REAL ESTATE, INV REL, 15 HR/MO 15 HR/MO TRADING 4) FORT CEDARVILLE LLC, 389 Main St, Suite 104, Malden MA 02148, United States, 10/19/2022, Owner, Real Estate, INV REL, 2 HR/MO - 2 HR/MO TRADING 5) FIRST LONDON INC, 389 MAIN ST SUITE 101 MALDEN MA, 10/2022, PRESIDENT, HOLDING COMPANY, INV REL, 5 HR/MO 5 HR/MO TRADING 6) LANSTEIN CONSULTING LLC, BOSTON MA 02109, 10/19/2022, OWNER, TECH CONSULTING, INV REL, 5 HR/MO 5 HR/MO TRADING 7) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, 10/2022, AS ADVISORY REP OF A RIA, INV REL, 80 HR/MO 40 HR/MO TRADING 8) CTLA HOLDINGS, INC., CANTELLA MANAGEMENT CORP., CANTELLA & CO., LLC, 389 MAIN ST SUITE 101 MALDEN MA 02148, 11/2022, Treasurer, DBA Name, INV REL, 80 HR/MO 80 HR/MO TRADING 9) RIP QUENCHER LLC, BOSTON MA 02127, 10/2022, OWNER, REAL ESTATE, NIR, 25 HR/MO, 25 HR/MO TRADING 10) RS SQUARED LLC, BOSTON MA, 05/2024, REGISTERED AGENT, REAL ESTATE, NIR, 0 HR/MO 0 HR/MO TRADING 11) CANTELLA CAPITAL GROUP LLC, 389 Main St, Suite 104, Malden MA 02148, 01/1/2025, W2 EMPLOYEE, DBA Name, INV REL, 160 HR/MO - 160 HR/MO TRADING 12) ARUBAN SUNSET LLC, Boston MA 02127, United States, 06/23/2025, Owner, Real Estate, INV REL, 5 HR/MO - 5 HR/MO TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Lanstein'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
December 9, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Office #1: 389 Main St Suite 101, Malden, MA 02148RIA
CRD#: 134139
Malden, MA
Current
December 9, 2022 - Present
CAMBRIDGE INVESTMENT RESEARCH, INC.
Office #1: 389 Main St. Suite 104, Malden, MA 02148BD
CRD#: 39543
Malden, MA
Past
June 12, 2003 - June 14, 2023
CANTELLA & CO., INC.
RIA
CRD#: 13905
Malden, MA
Past
July 15, 2002 - May 15, 2023
CANTELLA & CO., INC.
BD
CRD#: 13905
Malden, MA
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".
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
Registered Investment Advisory firm - (2/3/2005 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
Alabama(3/24/2023)
RR
Alaska(5/16/2023)
RR
Arizona(1/9/2023)
RR
Arkansas(12/19/2022)
RR
California(12/9/2022)
RR
Colorado(12/9/2022)
RR
Connecticut(3/24/2023)
RR
Delaware(12/9/2022)
RR
District of Columbia(3/24/2023)
RR
Florida(12/9/2022)
RR
Georgia(12/9/2022)
RR
Hawaii(12/9/2022)
RR
Idaho(12/9/2022)
RR
Illinois(12/9/2022)
RR
Indiana(5/16/2023)
RR
Iowa(12/9/2022)
RR
Kansas(3/24/2023)
RR
Kentucky(4/6/2023)
RR
Louisiana(3/24/2023)
RR
Maine(3/24/2023)
RR
Maryland(12/9/2022)
RR
Massachusetts(12/13/2022)
IAR
Massachusetts(12/13/2022)
RR
Michigan(3/24/2023)
RR
Minnesota(3/24/2023)
RR
Mississippi(12/9/2022)
RR
Missouri(3/24/2023)
RR
Montana(12/12/2022)
RR
Nebraska(3/24/2023)
RR
Nevada(4/24/2023)
RR
New Hampshire(5/16/2023)
RR
New Jersey(12/9/2022)
RR
New Mexico(3/24/2023)
RR
New York(12/9/2022)
RR
North Carolina(3/24/2023)
RR
North Dakota(12/9/2022)
RR
Ohio(3/24/2023)
RR
Oklahoma(12/9/2022)
RR
Oregon(3/24/2023)
RR
Pennsylvania(3/24/2023)
RR
Puerto Rico(12/9/2022)
RR
Rhode Island(1/13/2023)
RR
South Carolina(3/24/2023)
RR
South Dakota(5/16/2023)
RR
Tennessee(12/9/2022)
RR
Texas(12/9/2022)
IAR
Texas(12/9/2022)
RR
Utah(1/3/2023)
RR
Vermont(3/24/2023)
RR
Virgin Islands(12/14/2022)
RR
Virginia(3/24/2023)
RR
Washington(12/9/2022)
RR
West Virginia(3/24/2023)
RR
Wisconsin(12/9/2022)
RR
Wyoming(12/9/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 7/15/2004
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AXIOM WEALTH PARTNERS | WITS FINANCIAL | WHITE & ASSOCIATES | THE AMERIFLEX GROUP (TAG) | TAG WEALTH | TAG ADVISORS | TAG | SUNRIZE RETIREMENT & FINANCIAL SERVICES | SUMMIT FINANCIAL SOLUTIONS | SUMMIT FINANCIAL & INSURANCE SERVICES LLC | SUMMIT FINANCIAL & INSURANCE SERVICES | STATELINE WEALTH ADVISORS | RIPCORD WEALTH | RIPCORD PARTNERS | PREFERRED PARTNERS | PIVOTAL FINANCIAL ADVISORS LLC | PARTNERS IN PLANNING, LLC | PARAGON FINANCIAL, LLC | JORDAN CREEK FINANCIAL SOLUTIONS | GATEWAY NW WEALTH ADVISORS | GATEWAY FINANCIAL SERVICES, INC | GATEWAY FINANCIAL ADVISORS, LLC | GATEWAY FINANCIAL ADVISORS | FINANCIAL INDEPENDENCE WEALTH MANAGEMENT, LLC | DUNCAN FINANCIAL GROUP, INC | DUNCAN FINANCIAL GROUP LLC | DUNCAN FINANCIAL GROUP | DUNCAN ADVISOR RESOURCES | CORE NORTH CAPITAL PLANNING | CANTELLA CAPITAL GROUP LLC | CANTELLA | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | CAMBRIDGE | AXIOM WEALTH PARTNERS, LLC
CRD#: 134139 / SEC#: 801-63930
RIA
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Contact information
Main Address
1776 Pleasant Plain Rd., Fairfield, IA 52556-8757
Mailing Address
Phone number
(641) 472-5100
Established
Firm type
Fiscal year end
# of Employees
3,361
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 438,414 |
| AUM (Assets Under Management) | $ 102,413,096,032 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/09/2024 | ||
| 04/29/2024 |
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.
Company Information
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD#: 134139Malden, MA 02148TRUST BUT VERIFY
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