Jonathan Billings Wicker

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 08/2017
  Voya Financial Advisors
  Melville, NY
• 08/2017 → Present
  Lincoln Investment
  Pittsburgh, PA
• 08/2017 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2017-02-14 → 2017-08-03
  Voya Financial Advisors, Inc.
  Melville, NY
  Albany, NY
  Windsor, CT

Other Businesses

CANON MCMILLAN GIRLS YOUTH LACROSSE ASSOCIATION POSITION: I will be the treasurer of the league. Also, board member. NATURE: Non-Profit for Youth sports INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 1009 Sir Roberts Drive, Canonsburg PA 15317, United States DESCRIPTION: I will be handing all the financials. I am also in charge of establishing the league through the state and federal agencies. I will be co-signers on the team bank account to manage the required purchases to run the league. JW WEALTH MANAGEMENT POSITION: President and Owner NATURE: Tax & Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 02/17/2023 ADDRESS: 130 Aerial Drive, Canonsburg PA 15317, United States DESCRIPTION: LLC established for tax and accounting purposes. Duties include tax filings, capturing Lincoln income, etc. ADVISORS INSURANCE BROKERS POSITION: Independent Agent NATURE: Life Insurance and Fixed Annuity Business INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/25/2024 ADDRESS: 11 Executive Park Drive, Clifton Park NY 12065-5631, United States DESCRIPTION: I am doing a one-time exception to a product not currently approved by Lincoln Investment for a client. Any product that is not approved on the Insurance Exchange Platform will be submitted directly with AIB

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-05-31
• S63 Uniform Securities Agent State Law Examination
  2006-06-28