Unclaimed Profile

Jonathan Graham Linstra

MORNINGSTAR INVESTMENT SERVICES LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 63, Series 66Clean record23 years registeredMORNINGSTAR INVESTMENT SERVICES LLC

22 WEST WASHINGTON STREET, CHICAGO, IL 60602-1605CRD# 2470755Firm CRD# 112525

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Graham Linstra · CHICAGO, IL

Registration

CRD #2470755 · MORNINGSTAR INVESTMENT SERVICES LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MORNINGSTAR INVESTMENT SERVICES LLC

HENDERSON GLOBAL INVESTORS

Jul 2008 – Nov 2013

CHICAGO, IL

RYDEX ADVISORY SERVICES, LLC

Apr 2007 – May 2008

ROCKVILLE, MD

CURIAN CAPITAL, LLC

Aug 2003 – Nov 2005

DENVER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · August 1, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MORNINGSTAR INVESTMENT SERVICES LLC

CRD 112525 · SEC 801-60401

AUM

$12.0B

Regulatory assets under management

Employees

59,686 client accounts

Services offered by MORNINGSTAR INVESTMENT SERVICES LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MORNINGSTAR INVESTMENT SERVICES LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Graham Linstra offer?

Jonathan Graham Linstra specializes in Investment Management, Wealth Management.

What are Jonathan Graham Linstra's credentials?

Jonathan Graham Linstra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Graham Linstra located?

Jonathan Graham Linstra is based in CHICAGO, Illinois, last registered with MORNINGSTAR INVESTMENT SERVICES LLC.

How does Jonathan Graham Linstra charge for services?

Jonathan Graham Linstra's firm is compensated through percentage of aum, subscription fees, other: aua. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MORNINGSTAR INVESTMENT SERVICES LLC?

MORNINGSTAR INVESTMENT SERVICES LLC has approximately 69 employees and manages $12.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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