LPL Financial Appoints Jonathan Lewis as Chief Technology and Information Officer

PUBLIC · LPLAAug 24, 2026

New to company · from Wells Fargo“Jonathan Lewis has joined the firm as managing director, chief technology and information officer. Most recently, he served as head of digital and trading technology for wealth management at Wells Fargo”

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.

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Company Information

Company

LPL Financial

Location

4707 Executive Drive

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.

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