Jonathan Daniel Sawchuk

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2020 → Present
  Lincoln Investment
  Fort Washington, PA
• 08/2016 → 04/2021
  Renaissance Charter School At Crown Point
  Ocoee, FL
• 06/2018 → 08/2019
  Endless Possibilities
  Winter Garden, FL

Other Businesses

Sawchuk Solutions, LLC Position: Organizer, Sole Proprietor  Nature: Holding Company - Tax/Account Purposes Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 4/11/2024 Address: 52580 Conestoga Dr. Flushing, MI 48433 Description: Journaling Lincoln compensation for tax purposes. Fixed annuities, though Consolidated Financial Position: Insurance Representative  Nature: Fixed insurance sales Investment Related: Yes Hours: 40 Securities Trading Hours: 30 Start Date: 9/26/2025 Address: 29905 Middlebelt Rd  Farmington Hills, MI 48334 Description: sales of fixed insurance related products

Exams

• S66 Uniform Combined State Law Examination
  2021-07-30

Other Names

• Jd Sawchuk
• Jonathan D Sawchuk
• Jonathan Sawchuk