Jonathan Campbell Hoy
Investment adviser representative at Lasalle ST. Investment Advisors, L.L.C.
23 yearsExperience
16 statesRegistered in
$5.7BFirm assets
37 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Lasalle ST. Investment Advisors, L.L.C.Aug 2024 to now
- Lasalle St. Securities, LLCAug 2024 to now
- Equitable Advisors LLCDec 2020 to Aug 2024
- Commonwealth Financial NetworkJan 2012 to Nov 2020
- Middlesex Savings BankApr 2003 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1992
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 16 states (CA, CO, CT, FL, GA, IN, MA, MD, ME, NC, NH, NY, OH, PA, RI, TX).
Lasalle ST. Investment Advisors, L.L.C.
$5.7BAssets managed
14,284Clients
158Advisers
37 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2304611
- Firm CRD
- 109701