Unclaimed Profile

Jon Robert Lind

LIND CAPITAL PARTNERS, LLC·EVANSTON, Illinois

Series 7, Series 8, Series 52, Series 53, Series 63, Series 65Clean record3 years registeredLIND CAPITAL PARTNERS, LLC

500 DAVIS CENTER, SUITE 1004, EVANSTON, IL 60201CRD# 1245753Firm CRD# 165810

Profile Verification

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

Identity

Jon Robert Lind · EVANSTON, IL

Registration

CRD #1245753 · LIND CAPITAL PARTNERS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

LIND CAPITAL PARTNERS

Oct 2022 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 52

Series 53

Series 63

Series 65

Registration record

First registered · October 17, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIND CAPITAL PARTNERS, LLC

CRD 165810 · SEC 801-77824

AUM

$101M

Regulatory assets under management

Employees

28 client accounts

Services offered by LIND CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at LIND CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Jon Robert Lind offer?

Jon Robert Lind specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EVANSTON, Illinois for a consultation.

What are Jon Robert Lind's credentials?

Jon Robert Lind is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jon Robert Lind located?

Jon Robert Lind is based in EVANSTON, Illinois, working with LIND CAPITAL PARTNERS, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.

How does Jon Robert Lind charge for services?

Jon Robert Lind's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIND CAPITAL PARTNERS, LLC?

LIND CAPITAL PARTNERS, LLC has approximately 5 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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