Jonathan James Harris

Current Employers

Employment History

• 03/2012 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2012 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Brighton, MI
• 03/2019 → 01/2024
  Woodbury Financial Services, Inc.
  Brighton, MI
• 04/2023 → 06/2026
  Clear Strategy Financial
  Brighton, MI
• 01/2024 → 06/2026
  Osaic Wealth, Inc.
  Brighton, MI
• 06/2026 → Present
  Lpl Financial Llc
  Brighton, MI

Previous Registrations

• 2024-01-19 → 2026-06-17
  Osaic Wealth, Inc.
  Auburn Hills, MI
  Brighton, MI
• 2019-03-01 → 2024-01-19
  Woodbury Financial Services, Inc.
  Brighton, MI
  Rochester Hills, MI
• 2012-04-04 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Brighton, MI

Other Businesses

1. 06/2026 - Upstream Insurance Planning - Non-Variable Insurance - Investment related - Brighton MI 48116 - 20 Hrs/Mth - 20 Hrs During Trading - OBA start date: 05/22/2026 2. 06/2026 - Upstream Planning - DBA for LPL Business (entity for LPL business) - Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/8/2026 3. 06/2026 - Upstream Investment Partners - DBA for LPL Business (entity for LPL business) -Investment related - At Reported Business Location(s) - 160 Hrs/Mth - 160 Hrs During Trading - OBA start date: 6/8/2026 4. 06/2026 - Harris Capital Group, LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Brighton MI 48116 - 00 Hrs/Mth - 00 Hrs During Trading - OBA start date: 05/22/2026 5. 06/2026 - Approved Mortgage Banker, Inc. - Mortgage/Real Estate Services - Investment related - Brighton MI 48116 - 05 Hrs/Mth - 05 Hrs During Trading - OBA start date: 05/26/2021 6. 06/29/2026 - Harris Capital Holdings - 702 LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 06/26/2026 - 10 hours per month/ during trading 7. 07/01/2026 - Strategic Real Estate - Real Estate Rental - Investment Related - Brighton, MI - Start Date 01/19/2018 - 4 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2012-04-02

Other Names

• Jon Harris