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Jonathan H

Series 65

Waconia, MN

Landcasted Capital Management LLC

Jonathan Held is the principal advisor at Landcasted Capital Management LLC in Waconia, MN, holding a Series 65 designation with eight years of industry experience. He has previously worked at AdvisorNet Wealth Partners, WaterStreet Asset Management LLC, and SNS Financial Group, LLC. Outside of his advisory role, he serves as principal consultant at Alpha Beta Consulate, LLC, a technology and management consulting firm for registered investment advisers, a position he has held since 2011. Landcasted Capital Management serves individual, high-net-worth, institutional clients, and other RIAs by combining portfolio management with financial planning and sub-advisory services. The firm emphasizes social-impact investing, options-based risk management, and provides customized strategies including focused US equity, multi-strategy ETF portfolios, and structured protection strategies.

ESG / Sustainable investing Tax-loss harvesting Options & derivatives strategies Concentrated stock management Passive / index investing
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