Jonathan Mitchel Lipchin

Current Employers

Employment History

• 05/2006 → 08/2017
  Ffp Securities, Inc.
  Ellicott City, MD
• 01/2007 → 08/2017
  First Advisors, Inc.
  Ellicott City, MD
• 05/2008 → 08/2017
  First Allied Securities, Inc.
  Ellicott City, MD
• 05/2009 → 08/2017
  Founders Financial Securities, Llc
  Towson, MD
• 08/2017 → 02/2025
  Cetera Advisors Llc
  Denver, CO
• 08/2017 → 03/2023
  Lipchin Financial Group, Llc
  Baltimore, MD
• 03/2024 → 02/2025
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2025 → Present
  Lipchin Wealth Management
  Columbia, MD

Previous Registrations

• 2024-03-21 → 2025-02-07
  Cetera Investment Advisers Llc
  Baltimore, MD
  Columbia, MD
• 2017-08-03 → 2024-03-21
  Cetera Advisors Llc
  Elliot City, MD
  Pikesville, MD
  Boca Raton, FL
  Pikesville, MD
  Columbia, MD
• 2009-06-01 → 2017-08-11
  Founders Financial Securities Llc
  Ellicott City, MD
  Towson, MD
  Ellicott City, MD
• 2007-01-03 → 2009-06-10
  First Allied Advisory Services, Inc.
  Chesterfield, MO
  Elliott City, MD
• 2006-05-05 → 2007-01-03
  Ffp Advisory Services Inc
  Ellicott City, MD
• 2005-10-31 → 2006-05-16
  Osaic Services, Inc.
  Ellicott City, MD
• 2001-01-01 → 2005-10-31
  Sunamerica Securities, Inc.
  Bel Air, MD

Other Businesses

1. Fixed Insurance Sales; as of 2/01/2025; 2% of time spent during business hours; Conducted at branch location; Investment related. 2. Owner, Lipchin Wealth Management LLC; a private entity established to facilitate securities, advisory, and insurance business; Located in Columbia, MD 21044; as of 12/23/2024; 100% of time spent during business hours; Conducted at branch; Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-21
• S63 Uniform Securities Agent State Law Examination
  1993-05-24

Other Names

• Jonathan Mitchell Lipchin
• Jon Mitchell Lipchin