Jonathan Lonske
Jonathan Lonske is a registered investment advisor at Kestra Advisory Services, LLC, based in Dorado, PR, with 29 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Dorado, PR
Get directionsHistory
Regulatory History (4)
Regulatory
February 2021Employment Separation After Allegations
November 2020Customer Dispute
October 2017Customer Dispute
September 2011Other Business ActivitiesSells Insurance
Jonathan is a Managing Partner and Financial Advisor at Windsor Private Wealth, LLC, where he provides financial and investment management advice, also engaging in insurance and loan/mortgage/lending related activities. He also works as an IAR for Kestra Investment Services LLC, providing investment advisory services, dedicating nearly full-time hours to both roles.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
UBS Painewebber INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Gruntal & CO. IncorporatedBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.