Jonathan L Meczywor

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

• 08/2009 → Present
  Lpl Financial Llc
  Pittsfield, MA

Previous Registrations

• 2008-11-07 → 2009-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsfield, MA

Other Businesses

(1) 04/14/2011: BALANCE ROCK INVESTMENT GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 03/24/2015: NO BUSINESS NAME - INV REL - 43 MALCOLM AVENUE, PITTSFIELD MA 01201 - REAL ESTATE RENTAL - START 10/01/2014 - NO TIME SPENT - RENTAL PROPERTY OWNER (3) 09/14/2021 - Atlantic Coast Life Administration Office - Investment Related - At Reported Business Location(s) - Non-Variable Insurance trails only - Start Date: 03/31/2021 - 1 Hour Per Month/1 Hour During Securities.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-03