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JL

Jon L. Lindquist

LINX EQUITIES
Scottsdale, AZ
Some features on this profile are disabled
CRD#: 4559831
JL

Professional summary

Jon Lennard Lindquist is a registered financial advisor currently at LINX EQUITIES, LLC located in Scottsdale, Arizona.

Jon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jon has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jon Lennard Lindquist'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®
None

Experience

Current

September 3, 2010 - Present

LINX EQUITIES, LLC

RIA
CRD#: 154320
Scottsdale, AZ
Past

May 16, 2000 - December 31, 2010

SEVEN SIGMA, LLC

RIA
CRD#: 114570
SCOTTSDALE, AZ

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.

Highlighted states indicate IAR registrations

IAR
Arizona
(9/3/2010)
IAR
Minnesota
(2/13/2018)
IAR
Texas
(11/23/2010)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/25/2000
Uniform Investment Adviser Law Examination

Current Firm

LE
LINX EQUITIES, LLC
LINX EQUITIES, LLC

CRD#: 154320 / SEC#:

Arizona
Registered Investment Advisory firm - (9/3/2010 Approved)
Minnesota
Registered Investment Advisory firm - (11/22/2010 Approved)
Texas
Registered Investment Advisory firm - (11/23/2010 Approved)
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Contact information

Main Address
Scottsdale, AZ
Mailing Address
Phone number
(480) 227-5422
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts97
AUM (Assets Under Management)$ 38,332,514

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

LINX EQUITIES, LLC

CRD#: 154320Scottsdale, AZ

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