Jonathan Lane Kinne
Investment adviser representative at Sunesis Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.5BFirm assets
14 yearsFirm in business
Are you Jonathan Lane Kinne? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sunesis Advisors, LLCApr 2017 to now
- Self EmployedMay 2016 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (KS).
Sunesis Advisors, LLC
$1.5BAssets managed
15Clients
3Advisers
14 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
- 7054851
- Firm CRD
- 159114