LPL Financial Holdings Inc. announced Monday the appointment of Jonathan Lewis as managing director and chief technology and information officer, effective immediately. Lewis will lead the firm’s technology domains, including architecture, engineering, infrastructure and development, and report to Greg Gates, group managing director and chief product and technology officer.
Lewis joins LPL Financial from Wells Fargo, where he served as head of digital and trading technology for wealth management. His responsibilities included overseeing technology platforms and AI-driven engineering capabilities. Prior to Wells Fargo, he held the position of head of asset management technology at J.P. Morgan.
With over 20 years of experience in financial services technology leadership, Lewis brings expertise in building and scaling complex wealth management platforms, according to Gates. “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,” Gates said in a statement.
LPL Financial supports more than 32,000 financial advisors and approximately 1,100 financial institutions, servicing and custodying approximately $2.6 trillion in brokerage and advisory assets on behalf of roughly 8 million Americans.
