Jonathan Lindstrom has been an investment adviser representative at Kopion Asset Management since April 2017, and is not listed among the firm’s executive officers or direct owners. Jonathan Lindstrom holds a BA in Economics from Wheaton College.
Kopion Asset Management, LLC is a McKinney, TX firm with $143M under management, 14 clients and 2 advisers in one office, as of its February 2026 filing.
Jonathan Lindstrom is an Analyst at Kopion Asset Management, LLC, which he joined in 2017. During college Lindstrom led the Student Managed Investment Fund team covering utility companies. In the summer of 2016 he interned as a municipal bond analyst for First Trust Advisors in Wheaton, IL.
- Kopion Asset Management, LLCCurrent– present · 9 yearsMcKinney, TX · Adviser representative · Firm CRD 152693
Professional designations
Listed by Kopion Asset Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Jonathan Lindstrom is registered as an investment adviser representative in Texas, since April 2017.
- TexasSince 10 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 April 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jonathan Roland Lindstrom
- CRD
- 6767902
- Firm
- Kopion Asset Management · CRD 152693
- Office
- 400 W. LOUISIANA STREET, McKinney, TX 75069-4444
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kopion.com
Where does Jonathan Lindstrom work?
Jonathan Lindstrom is an investment adviser representative registered through Kopion Asset Management, LLC since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jonathan Lindstrom a financial advisor?
Yes. Jonathan Lindstrom has a current investment-adviser registration in Texas, through Kopion Asset Management since April 2017.
How many years of experience does Jonathan Lindstrom have?
Jonathan Lindstrom has 9 years in the financial industry, since April 2017, across 1 adviser firm.
What exams has Jonathan Lindstrom passed?
Jonathan Lindstrom passed the Series 65 in April 2017.
Where is Jonathan Lindstrom based?
Jonathan Lindstrom’s registered office is in McKinney, TX.
Is Jonathan Lindstrom registered with FINRA?
No. Jonathan Lindstrom has no current broker registration.
Is Jonathan Lindstrom a CFA charterholder?
Kopion Asset Management lists Jonathan Lindstrom with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Jonathan Lindstrom’s record?
Search CRD 6767902 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Lindstrom’s full registration record.
