Jonathan Linstra Email & Phone Number
Chief Growth Officer @ Envestnet, Inc
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Jonathan Linstra Location
- Chicago, IL, US
Jonathan Linstra Work
- Chief Growth Officer @ (February 2026 - Present)
- Managing Director of the Americas, Morningstar Wealth @ (June 2021 - February 2026)
- Member - Board of Governors @ (July 2022 - July 2024)
- Managing Director, Head of ETF Model Portfolios and Advised Solutions @ (August 2018 - May 2021)
- Managing Director, Head of Client Engagement @ (June 2017 - August 2018)
- National Sales Director: Private Wealth Group @ (January 2015 - May 2017)
- Vice President, RIA Division @ (December 2013 - January 2015)
- Divisional Director: West, All Intermediary Channels @ (May 2008 - November 2013)
- Regional VP, RIA Division @ (January 2005 - January 2008)
- Regional Business Consultant @ (January 2002 - January 2005)
- Regional VP @ Van Kampen Investments (January 1997 - January 2001)
- Internal Wholesaler @ Van Kampen Investments (May 1995 - January 1997)
Jonathan Linstra Education
- Taylor University
Jonathan Linstra Skills
- Mutual Funds
- Alternative Investments
- Asset Management
- Asset Allocation
- Series 7
- Series 63
- Wealth Management
- Separately Managed Accounts
- ETFs
- Series 65
- Sales Management
- Investment Management
- Sales
- Fixed Income
- Investment Strategies
- Investments
- Series 24
- Finra
- Hold Series 7
- 63 Licenses
- Strategy
- Leadership
- Model Portfolios
- Management
- PowerPoint
- Account Management
- Research
- Project Management
Jonathan Linstra Summary
- Jonathan Linstra, based in Chicago, IL, US, is currently a Chief Growth Officer at Envestnet. Jonathan Linstra brings experience from previous roles at Morningstar, Money Management Institute and State Street Global Advisors. Jonathan Linstra holds a Taylor University. With a robust skill set that includes Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7 and more. Jonathan Linstra has 4 emails and 6 mobile phone numbers on RocketReach.
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