Jonathan Lindsay is a CFA-designated registered investment advisor, based in Austin, TX, with 11 years of industry experience.
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Dimensional Fund Advisors LP
July 2022 - Present · 3 yrs 10 mos
Dfa Securities LLCBroker
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Morgan Stanley
November 2015 - June 2022 · 6 yrs 7 mos
Morgan StanleyBroker
November 2015 - June 2022 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2014 - September 2015 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2014 - September 2015 · 1 yr 6 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.