Jonathan William Lonske

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 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

Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

Authority	Category	Status	Date
NH	RA	APPROVED	2024-11-22
IL	RA	APPROVED	2024-11-14
PR	RA	APPROVED	2024-04-12
MA	RA	APPROVED	2021-02-23
TX	RA	APPROVED_RES	2021-01-06

NH RA
APPROVED

Since 2024-11-22
IL RA
APPROVED

Since 2024-11-14
PR RA
APPROVED

Since 2024-04-12
MA RA
APPROVED

Since 2021-02-23
TX RA
APPROVED_RES

Since 2021-01-06

Branch Locations

Dorado, PR • United States

125 High Street Suite 220, Boston, MA 02110 • United States

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Bridgewater, NH • United States

750 N State St. 7Th Floor, Chicago, IL 60654 • United States

Disclosures

3 disclosure categories 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 Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Morgan Stanley	Boston	MA	06/2009	11/2020
Morgan Stanley Private Bank, National Association	New York	NY	11/2020	11/2020
Kestra Investment Services, Llc - Cp	Boston	MA	12/2020	Present
Kestra Advisory, Llc	Boston	MA	12/2020	Present

06/2009 → 11/2020

Morgan Stanley

Boston, MA
11/2020 → 11/2020

Morgan Stanley Private Bank, National Association

New York, NY
12/2020 → Present

Kestra Investment Services, Llc - Cp

Boston, MA
12/2020 → Present

Kestra Advisory, Llc

Boston, MA

Previous Registrations

2020-05-13 → 2020-12-08

Morgan Stanley

Boston, MA

Other Businesses

Business Name: Windsor Private Wealth, LLC Investment Related: Yes Address: 125 High St Suite 220 Boston MA 02110 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Loan/Mortgage/Lending Related Position, Title or Relationship: Managing Partner, Financial Advisor Start Date: 11/30/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Provide financial management and investment management adviseBusiness Name: Kestra Investment Services LLC. Investment Related: Yes Address: 5707 Southwest Parkway, Bld 2 Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 12/2/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-15
S63	Uniform Securities Agent State Law Examination	1996-02-23

S65 Uniform Investment Adviser Law Examination

2021-01-15
S63 Uniform Securities Agent State Law Examination

1996-02-23

Other Names

Jonathan W Lonske

View on SEC IAPD