Jonathan Leonard Lewandowski

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

• 10/2015 → 07/2020
  Jpmorgan Securities Llc
  Ramsey, NJ
• 08/2010 → 06/2018
  Elite Soccer Academy
  Franklin Lakes, NJ
• 07/2020 → 04/2023
  Woodbury Financial Services Inc
  Cresskill, NJ
• 04/2023 → Present
  Lpl Financial
  Paramus, NJ

Previous Registrations

• 2020-07-06 → 2023-04-24
  Woodbury Financial Services, Inc.
  Cresskill, NJ
• 2015-10-27 → 2020-07-16
  J.P. Morgan Securities Llc
  Ramsey, NJ
  Ramsey, NJ
  New City, NY
  Ramsey, NJ
  New City, NY
  New City, NY
  New City, NY
• 2014-03-19 → 2015-10-28
  Morgan Stanley
  Paramus, NJ

Other Businesses

1) 04/2023 - Archer Capital Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 2) 04/2023 - Archer Wealth Management - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s) 3) 04/2023 - River Dell Blackhawks - Other: Soccer Traning - Non-inv. Related - Oradell, NJ - Trainer - Start Date 03/22/2023 - 4hrs/month 4) 06/2024 - Life Policy Pros, Inc. - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Started: 5/15/2024 - 1 Hr/Mo During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-18

Other Names

• Jonathan Leonard Lewandowski
• Jonathan L Lewandowski