Jonathan Lindvig is a registered investment advisor, based in Atlanta, GA, with 24 years of industry experience.
Location
300 W. Wieuca Road, Suite A205, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is an insurance agent appointed with multiple carriers since 2002, selling annuities, life, health, and disability insurance, dedicating minimal time. He is also a partner and financial advisor at Peachtree Wealth Advisors. Additionally, Jonathan is a limited partner in Cadillac Dallas Storage, LLC and owns a rental property, both requiring minimal time.
Employment History
Current Registrations
Arkadios CapitalBroker
Peachtree Wealth Advisors, INC
Previous Registrations
Arkadios Wealth Advisors
Triad Advisors LLCBroker
Triad Advisors, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations12 states
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