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Executive Vice-President, Chief Information & Technology Officer · Lincoln Investment

Jason Christopher Estes

CRD 7485210 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Lincoln Investment, an SEC-registered broker-dealer firm based in Fort Washington, PA with $22.0 billion in regulatory assets, lists Jason Christopher Estes on its Form ADV as Executive Vice-President, Chief Information & Technology Officer, a control person. The SEC filings also name Jason at 1 other registered adviser.

Firms and roles

  • Lincoln InvestmentExecutive Vice-President, Chief Information & Technology OfficerBroker-dealer firm · Fort Washington, PA · $22B in regulatory assets
  • Capital AnalystsExecutive Vice-President, Chief Information & Technology OfficerWealth manager · Fort Washington, PA · $8.8B in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (10)

5 more people named with Jason on the same filings, with titles and firms. Free in Atlas with a free account.

See all 10 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.