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Jonathan Mitchel Lipchin

Commonwealth Financial Network

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About Jonathan Mitchel Lipchin

Jonathan Lipchin is a financial advisor with over 30 years of experience in the industry. Jonathan is currently registered with Commonwealth Financial Network. Jonathan has worked with a variety of firms throughout their career including Founders Financial Securities LLC, First Allied Securities, Inc., FFP Securities, Inc., AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Legg Mason Wood Walker, Incorporated, and Olde Discount Corporation. Jonathan has a wide range of experience in the financial industry and is committed to providing personalized financial advice to their clients. Jonathan holds a Series 63, Series 65, Series 7, Series 8, Series 24, and Series 51 license. They are also registered with the states of California, Colorado, Delaware, Florida, Georgia, Maryland, Minnesota, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington.

Firm Information

Jonathan Lipchin is currently registered with Commonwealth Financial Network. Commonwealth Financial Network is an Approved Limited Liability Company formed in August 2017 and headquartered in Waltham, Massachusetts. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses and individuals, and other advisory services. They have a presence in all 50 states, as well as in Puerto Rico and the Virgin Islands. The firm manages approximately $177 billion in regulatory assets under management and has a large network of licensed agents, investment adviser representatives, registered representatives, and investment advisory functions. They cater to various client types, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
Commonwealth Financial Network

29 SAWYER ROAD

WALTHAM, MA 02453-3483

$177.03B

Assets Under Management

19,600

Total Clients

3,791

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Lipchin’s Registration & Firm History

MD

02/06/2025 - Present

Commonwealth Financial Network (Columbia MD)

MD

06/05/2009 - 08/11/2017

FOUNDERS FINANCIAL SECURITIES LLC (ELLICOTT CITY MD)

MD

05/30/2008 - 06/03/2009

FIRST ALLIED SECURITIES, INC. (ELLICOTT CITY MD)

MD

05/05/2006 - 05/30/2008

FFP SECURITIES, INC. (ELLICOTT CITY MD)

MD

10/31/2005 - 05/16/2006

AIG FINANCIAL ADVISORS, INC. (ELLICOTT CITY MD)

AZ

01/20/2000 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MD

01/13/1997 - 01/24/2000

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MI

05/12/1993 - 01/23/1997

OLDE DISCOUNT CORPORATION (DETROIT MI)

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Licenses & Designations

IA

Issued 10/21/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/24/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2006

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 06/09/2003

Series 24 - General Securities Principal Examination

BC

Issued 08/12/1994

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Jonathan Mitchel Lipchin. Review regulatory record here.
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