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Jonathan M Czopek

LPl Financial LLC

Elmhurst, IL

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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-01-23
  • IL RA
    APPROVED
    Since 2025-01-23

Branch Locations

150 East Butterfield Road, Elmhurst, IL 60126 • 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
Jp Morgan Chase Chicago IL 07/2012 10/2016
Ted Sangalis Oak Brook IL 10/2016 12/2016
Ted Sangalis Oak Brook IL 12/2016 01/2025
Northwestern Mutual Investment Services Llc Oak Brook IL 12/2016 01/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2017 01/2025
Lpl Financial Llc Elmhurst IL 01/2025 Present
  • 07/2012 → 10/2016
    Jp Morgan Chase
    Chicago, IL
  • 10/2016 → 12/2016
    Ted Sangalis
    Oak Brook, IL
  • 12/2016 → 01/2025
    Ted Sangalis
    Oak Brook, IL
  • 12/2016 → 01/2025
    Northwestern Mutual Investment Services Llc
    Oak Brook, IL
  • 03/2017 → 01/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2025 → Present
    Elmhurst, IL
Previous Registrations
  • 2023-08-07 → 2025-01-23
    Wintrust Investments Llc
    Elmhurst, IL
    Chicago, IL
    Chicago, IL
  • 2011-08-30 → 2012-07-30
    Truist Investment Services, Inc.
    Nashville, TN
Other Businesses

1. 01/2025- Wintrust Investment and Insurance Agency- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/26/2024- 40 Hours Per Month- 40 Hours During Trading 2. 01/2025- Wintrust Investments- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 07/24/2023- 40 Hours Per Month- 40 Hours During Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-29
  • S66 Uniform Combined State Law Examination
    2011-08-29
Other Names
  • Jonathan Michael Czopek
  • Jonathan Czopek
  • Jonathan M Czopek

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