Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lewandowski is an active Registered Representative and Investment Advisor Representative with LPL Financial LLC. Jonathan has been in the financial services industry since February 2014. Prior to joining LPL, Jonathan held positions at Woodbury Financial Services, Inc., J.P. Morgan Securities LLC, and Morgan Stanley. Jonathan holds the Series 66, Series 7, and SIE licenses and is registered in 13 states including New Jersey, New York, Texas, Pennsylvania, Colorado, Florida, and North Carolina. Jonathan specializes in providing financial planning and investment advice to a variety of clients including high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
01/03/2024 - Present
LPL Financial LLC (ORADELL NJ)
NJ
07/01/2020 - 04/24/2023
WOODBURY FINANCIAL SERVICES, INC. (Cresskill NJ)
NY
10/27/2015 - 07/16/2020
J.P. MORGAN SECURITIES LLC (NEW CITY NY)
NJ
02/18/2014 - 10/28/2015
MORGAN STANLEY (PARAMUS NJ)
BOTH
Issued 03/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jonathan Lewandowski is the right advisor for you? Invested Better is here to help.
