Best Investors Account Sign in

Jacob Richard Lewandowski

LPl Financial LLC

Huntley, IL

St. Charles, IL

Claim This Profile
Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-12-06
  • IL RA
    APPROVED
    Since 2022-12-06

Branch Locations

12920 S Rte 47, Huntley, IL 60142 • United States

St. Charles, IL • 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
Packback Inc. Chicago IL 06/2021 05/2022
Chicago Race Management Geneva IL 05/2019 05/2021
University Of Wisconsin- Whitewater Whitewater WI 08/2019 05/2021
Elgin Community College Elgin IL 08/2017 05/2019
St. Charles North High School St. Charles IL 08/2013 06/2017
Lpl Financial Schaumburg IL 06/2022 Present
Bmo Harris Bank Schaumburg IL 06/2022 Present
  • 06/2021 → 05/2022
    Packback Inc.
    Chicago, IL
  • 05/2019 → 05/2021
    Chicago Race Management
    Geneva, IL
  • 08/2019 → 05/2021
    University Of Wisconsin- Whitewater
    Whitewater, WI
  • 08/2017 → 05/2019
    Elgin Community College
    Elgin, IL
  • 08/2013 → 06/2017
    St. Charles North High School
    St. Charles, IL
  • 06/2022 → Present
    Lpl Financial
    Schaumburg, IL
  • 06/2022 → Present
    Bmo Harris Bank
    Schaumburg, IL
Other Businesses

1-06/2022 / BMO Investment Services / DBA for LPL Business (entity for LPL business) / Investment Related / Schaumburg, IL

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2022-12-05
Other Names
  • Jake Richard Lewandowski
  • Jacob Lewandowski

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
U.S. BANCORP ADVISORS, LLC

Other Investors

CHAD ALLEN RADTKE
Brad S. Anders
Iviz I Loucks
Sheldon Ray Clark
David Craig Marshall
Robert Mack Gajewski
ALAN KENNON CREECH
GREG THOMAS LEWANDOWSKI

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Huntley, IL
J.P. MORGAN SECURITIES LLC · HUNTLEY, IL
EDWARD JONES · HUNTLEY, IL
EDWARD JONES · HUNTLEY, IL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · HUNTLEY, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Huntley, IL
INTEGRATED WEALTH CONCEPTS LLC · Algonquin, IL
EDWARD JONES · ALGONQUIN, IL

More in Huntley, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor