Jonathan Owen Lachowitz

Employer firm

White Lighthouse Investment Management, Inc. CRD 108030

$919M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

White Lighthouse Investment Management, Inc.

Bedford, MA • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2017-02-13
MA	RA	APPROVED	2010-06-02

TX RA
APPROVED

Since 2017-02-13
MA RA
APPROVED

Since 2010-06-02

Branch Locations

Bedford, MA • 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

Organization	City	State	From	To
White Lighthouse Investment Management	Lausanne		05/2006	Present

05/2006 → Present

White Lighthouse Investment Management

Lausanne

Other Businesses

I AM THE OWNER AND ONLY EMPLOYEE OF WHITE LIGHTHOUSE INVESTMENT MANAGEMENT BASED IN LAUSANNE SWITZERLAND. THE COMPANY IS FULLY REGISTERED IN SWITZERLAND TO PROVIDE FINANCIAL AND INVESTMENT ADVICE IN SWITZERLAND. I WILL CONTINUE TO WORK FOR THIS COMPANY, ABOUT HALF TIME, CONCURRENTLY WHILE WORKING FOR JJK INVESTMENT MANAGEMENT. THE ADDRESS IS AV D'OUCHY 29, 1006 LAUSANNE. MY DUTIES INCLUDE FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND ALL OF THE RELATED ADMINISTRATIVE FUNCTIONS OF RUNNING THE COMPANY WHICH I HAVE DONE FOR THE LAST 4 YEARS.