Jonathan Phillip Macy

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

• 08/2018 → 06/2021
  Morgan Stanley
  Aventura, FL
• 09/2016 → 08/2018
  Bhi Consulting Group
  Miami Beach, FL
• 10/2018 → 06/2021
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 07/2021 → Present
  Lpl Financial Llc
  Plantation, FL
• 07/2021 → 06/2022
  Lwm Advisory Services
  Plantation, FL

Previous Registrations

• 2021-07-30 → 2022-06-02
  Lwm Advisory Services, Llc
  Plantation, FL
• 2018-10-08 → 2021-06-23
  Morgan Stanley
  Aventura, FL

Other Businesses

1) 07/27/2021- Non-Variable Insurance- Investment Related - At Reported Business Location(s) 2) 1/11/22 - Candice Gidney Law Group - Non Investment Related - Work as an attorney providing estate planning services - Started 1/11/22 - 20 Hours Per Month. 3) 2/14/2023 - Hamburger Law - Not Investment Related - 228 Park Ave S, New York, NY 10003 - Outside/W-2 Employment - Business Counsel - Start Date - 02/01/2023 - 40 Hours Per Month/40 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2018-10-05

Other Names

• Jonathan Philip Macy