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Jonathan Roland Lindstrom

Kopion Asset Management, LLC

Mckinney, TX

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Current Employers
Kopion Asset Management, Llc

400 W. Louisiana Street, Mckinney, TX 75069-4444 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-04-10
  • TX RA
    APPROVED
    Since 2017-04-10

Branch Locations

400 W. Louisiana Street, Mckinney, TX 75069-4444 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kopion Asset Management, Llc Mckinney TX 01/2017 Present
Wheaton College Wheaton IL 08/2013 12/2016
Na Mckinney TX 12/2016 01/2017
Buswell Memorial Library Wheaton IL 09/2013 12/2016
  • 01/2017 → Present
    Kopion Asset Management, Llc
    Mckinney, TX
  • 08/2013 → 12/2016
    Wheaton College
    Wheaton, IL
  • 12/2016 → 01/2017
    Na
    Mckinney, TX
  • 09/2013 → 12/2016
    Buswell Memorial Library
    Wheaton, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-08
  • S65 Uniform Investment Adviser Law Examination
    2017-04-08
Designations

View on SEC IAPD

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