John William Lerew

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Educational seminars
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-05-01

CO RA
APPROVED

Since 2025-05-01

Branch Locations

Aurora, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Grove Point Investments, Llc	Rockville	MD	04/2002	05/2025
Grove Point Advisors, Llc	Rockville	MD	04/2021	05/2025
Lpl Financial Llc	Aurora	CO	05/2025	Present

04/2002 → 05/2025

Grove Point Investments, Llc

Rockville, MD
04/2021 → 05/2025

Grove Point Advisors, Llc

Rockville, MD
05/2025 → Present

Lpl Financial Llc

Aurora, CO

Previous Registrations

2021-04-01 → 2025-05-01

Grove Point Advisors, Llc

Rockville, MD

Aurora, CO

Rockville, MD
2002-04-01 → 2021-04-01

Grove Point Investments, Llc

Denver, CO

Aurora, CO

Other Businesses

1 - 05/2025 - JW Lerew and Company, Inc - DBA for LPL Business (entity for LPL business) - Inv Related - 40 Hours/Month - 40 Hours During Trading - At reported business location(s).

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1989-07-18

S63 Uniform Securities Agent State Law Examination

1989-07-18

Designations

Certified Financial Planner

View on SEC IAPD