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Jonathan Charles Strandlie

Edward Jones

Shavano Park, TX

Woodland Park, CO

CRD 4401394

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-02-25
TX RA APPROVED 2007-03-03
  • CO RA
    APPROVED
    Since 2025-02-25
  • TX RA
    APPROVED
    Since 2007-03-03

Branch Locations

3208 Napier Park Ste 2, Shavano Park, TX 78231-1522 • United States

Woodland Park, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St. Louis MO 05/2001 Present
Other Businesses

BITTERS BAND HOA SECRETARY * JNS Rental Type of business: Rental properties Helotes, TX Start date: 8/1/2010 Owner Hours per week: 1 Hours during trading: 0 Maintenance and property manager. * Strandlie Properties, LLC Type of business: LLC San Antonio, TX Start date: 11/16/2020 President Hours per week: 0 Hours during trading: 0 Maintain Property * "2 Residential Rental Properties Type: Date: 08/01/10 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: Passive Rental Income City-State: San Antonio TX" * Secondary Branch Location Type of business: SBL Woodland Park, CO Start date: 4/1/2025 Financial Advisor Hours per week: 50 Hours during trading: 40 SBL.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-24
S63 Uniform Securities Agent State Law Examination 2001-07-19
  • S66 Uniform Combined State Law Examination
    2007-02-24
  • S63 Uniform Securities Agent State Law Examination
    2001-07-19
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Jonathan Charles Strandlie

View on SEC IAPD

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