Fundz
Funding, M&A and exec moves matched to your market, from $49/mo billed annually, or $79/mo quarterly. See plans and pricing.See plans →

Lpl Financial Appoints Jonathan Lewis As Chief Technology and Information Officer

PUBLIC · LPLAAug 24, 2026about 3 hours ago

Position

Director

Company

LPL Financial

Greg Gates
San DiegoFinancial ServicesSoftwareFinanceFintech

Description

LPL Financial announced the appointment of Jonathan Lewis as chief technology and information officer, who will oversee major technology domains. Greg Gates has also taken a broader title as group managing director, chief product and technology officer. Lewis brings over twenty years of experience in technology leadership from the financial services sector.

Company Information

Company

LPL Financial

Location

N Fm 620 Building C

San Diego, California, United States

About

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,* supporting over 20,000 financial advisors, approximately 1,000 institution-based investment programs and approximately 500 RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients. * Top RIA custodian (Cerulli Associates, 2020 U.S. RIA Marketplace Report); No. 1 Independent Broker-Dealer in the U.S. (Based on total revenues, Financial Planning magazine June 1996-2021); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021.LPL and its affiliated companies provide financial services only from the United States. Securities and advisory services offered through LPL Financial LLC, an SEC-registered broker-dealer and investment advisor. Member FINRA/SIPC. Throughout this communication, the terms “financial advisors” and “advisors” are used to refer to registered representatives and/or investment advisor representatives affiliated with LPL Financial LLC. We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.

Don't miss LPL Financial's next move

Get an email the moment LPL Financial changes its leadership, hires an exec, or expands, usually minutes after it happens.

One email per event. Unsubscribe anytime.

Related People

Suggested for you
Christa
Likely contact at this company
••••••••@••••••••

See Christa's verified email →

Mike
Likely contact at this company
••••••••@••••••••

See Mike's verified email →

Predictive Intelligence
Strategic

ML-powered predictions for LPL Financial's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

LPL Financial changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.

145 of these a day, filtered to the companies you pick. $29 a month, billed annually, and if it does not pay for itself in a year we refund it.

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.