Jonathan Schiefer Mrowiec

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → 10/2017
  Fifth Third Securities
  Chicato, IL
• 11/2017 → Present
  Lpl Financial, Llc
  Spring Grove, IL

Previous Registrations

• 2016-03-28 → 2017-11-06
  Fifth Third Securities, Inc.
  Fox Lake, IL
  Lincolnshire, IL
  Libertyville, IL
  Mundelein, IL
  Antioch, IL
  Gurnee, IL
  Gurnee, IL
  Round Lake Beach, IL
  Lincolnshire, IL
• 2013-08-23 → 2016-04-11
  Morgan Stanley
  Lake Forest, IL

Other Businesses

1. 8/3/2020 - Thunderbolt Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/01/2020 - 125 Hours Per Month/90 Hours During Securities Trading. 2. 7/19/2021 - Oakton Community College - Not Investment Related - Home Based - Other-Teacher - Adjunct Instructor - Start Date: 8/23/2021 - 20 Hours Per Month/0 Hours During Securities Trading - Teaching an Advanced Tax class. 3. 04/20/2023 - Carthage College - Not Investment Related - Carthage College; Kenosha, WI 53140 - Other - Teach 3 accounting classes at Carthage Col - Assistant Professor - Start Date 08/23/2023 - 48 Hours Per Month/40 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2013-08-23