JL
Jonathan H. Lin
New York, NY 10022
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CRD#: 7395972
JL
Jonathan H Lin
Professional summary
Jonathan H Lin, who also goes by Jonathan Lin, was a registered financial professional .
Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2021. Jonathan had worked at 2 firms and has passed the Series 63, Series 79TO and SIE exams.
Aliases
Jonathan Lin
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.
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
July 15, 2026 - Present
Office #1: 555 Madison Avenue Floor 16, New York, NY 10022
New York, NY
Past
August 16, 2021 - June 15, 2026
TRUIST SECURITIES, INC.
BD
CRD#: 6271
NEW YORK, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
New York(7/15/2026)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 8/14/2021
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current firm
No current employment
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.
