LPL Financial Holdings Inc. named Jonathan Lewis managing director and chief technology and information officer, effective immediately, the company said on Monday.
Lewis, based in New York, will oversee technology domains including architecture, engineering, infrastructure and development at the San Diego-based firm. He reports to Greg Gates, group managing director and chief product and technology officer.
With over two decades of experience in financial services technology, Lewis joins from Wells Fargo, where he served as head of digital and trading technology for wealth management. Prior to that, he held the role of head of asset management technology at J.P. Morgan.
LPL Financial supports more than 32,000 financial advisors across approximately 1,100 financial institutions, and services or custodies about $2.6 trillion in brokerage and advisory assets for roughly 8 million Americans.
Greg Gates, Lewis’s direct report, said in a statement: “Jonathan is a proven technology leader with a strong track record of building, scaling and modernizing complex wealth management platforms in service of financial advisors and their clients.”
