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Inactive

Jonathan Max Lipshutz

Savant Wealth Management

Lancaster, PA

Rockford, IL

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-03-28
MA RA APPROVED 2024-08-28
  • PA RA
    APPROVED
    Since 2026-03-28
  • MA RA
    APPROVED
    Since 2024-08-28

Branch Locations

1869 Charter Lane Suite 302, Lancaster, PA 17601 • United States

190 Buckley Drive, Rockford, IL 61107 • 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
OrganizationCityStateFromTo
Savant Wealth Management Rockford IL 07/2023 12/2024
Relaxing Retirement Coach, Inc. Wellesley MA 01/2022 06/2023
Cambridge Bancorp Boston MA 06/2018 12/2021
Us Bancorp Boston MA 08/2017 05/2018
Ranstad Boston MA 01/2016 07/2017
Savant Wealth Management Rockford IL 12/2024 Present
  • 07/2023 → 12/2024
    Savant Wealth Management
    Rockford, IL
  • 01/2022 → 06/2023
    Relaxing Retirement Coach, Inc.
    Wellesley, MA
  • 06/2018 → 12/2021
    Cambridge Bancorp
    Boston, MA
  • 08/2017 → 05/2018
    Us Bancorp
    Boston, MA
  • 01/2016 → 07/2017
    Ranstad
    Boston, MA
  • 12/2024 → Present
    Savant Wealth Management
    Rockford, IL
Designations

View on SEC IAPD

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Colton L Sunderland

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
MORGAN STANLEY · Lancaster, PA
GREENSPRING ADVISORS, LLC · LANCASTER, PA
CHARLES SCHWAB & CO., INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
MML INVESTORS SERVICES, LLC · LANCASTER, PA

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