LPL Financial Appoints Jonathan Lewis as New Managing Director and CTIO

LPL Financial has appointed Jonathan Lewis as its new Managing Director and Chief Technology & Information Officer. With over 30 years of experience in technology leadership across various sectors, including wealth management and asset management, Lewis brings a wealth of knowledge to the role.

Before joining LPL Financial, Lewis held senior technology positions at Wells Fargo, JPMorgan Chase & Co., Fidelity Investments, and Goldman Sachs. His most recent role was as Managing Director and Head of Digital & Trading Technology at Wells Fargo's Wealth Management division, where he led a team supporting digital wealth and trading capabilities for over 12,000 financial advisors and one million online brokerage clients.

Lewis also spent nearly nine years at JPMorgan Chase & Co., including five years as Managing Director and Head of Asset Management Technology. He was responsible for technology strategy and a multi-year transformation towards cloud-first architecture, and created the Spectrum platform that hosted over 100 applications used by more than 3,500 people.

LPL Financial supports over 29,000 financial advisors and around seven million Americans through its digital and fintech capabilities. The company provides various services, including advisor affiliation models, investment solutions, fintech tools, and practice management services.