LPL Financial Appoints Jonathan Lewis as Managing Director, Chief Technology and Information Officer
LPL Financial (Nasdaq: LPLA) appointed Jonathan Lewis as managing director, chief technology and information officer, reporting to Greg Gates, who assumes the title of group managing director, chief product and technology officer.
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Rhea-AI Summary
LPL Financial (Nasdaq: LPLA) appointed Jonathan Lewis as managing director, chief technology and information officer, reporting to Greg Gates, who assumes the title of group managing director, chief product and technology officer. Lewis will oversee architecture, engineering, infrastructure and development across the firm’s technology platform.
According to LPL Financial, Lewis brings over 20 years of financial services technology leadership, including roles at Wells Fargo and J.P. Morgan, and will help advance AI, platform modernization and the LPL Latitude technology experience for advisors and clients.
Details
News Market Reaction – LPLA
On Aug 25, the first trading day after this news, LPLA closed 0.63% below the previous close.
Data tracked by StockTitan Argus for the Aug 25 session.
Key Figures
- Technology leadership experience
- more than two decades
- Jonathan Lewis's financial-services technology experience
- Supported financial advisors
- more than 32,000 advisors
- LPL company profile
- Supported institutions
- approximately 1,100 financial institutions
- LPL company profile
- Brokerage and advisory assets
- approximately $2.6 trillion
- Assets serviced and custodied by LPL
- Americans served
- approximately 8 million Americans
- LPL company profile
Historical Context
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July assets, net new assets, advisory inflows, and cash balances were reported.
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McCutchen Wesson Wealth Advisors joined LPL with approximately $190 million in assets.
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Chris Stockton joined LPL and reported approximately $160 million in client assets.
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LPL highlighted AI-powered workflows, service modernization, and unified advisor experiences.
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Two advisors joined LPL with approximately $350 million in reported assets.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
chief technology and information officer technical
fintech technical
registered investment adviser regulatory
broker-dealer regulatory
AI-generated analysis. How Rhea-AI works. Not financial advice.
Greg Gates assumes new title as Group Managing Director, Chief Product and Technology Officer, reflecting breadth of LPL’s product innovation and tech advancements
SAN DIEGO, Aug. 24, 2026 (GLOBE NEWSWIRE) -- LPL Financial LLC, a leading wealth management firm, today announced that Jonathan Lewis has joined the firm as managing director, chief technology and information officer. In this role, Lewis will lead key technology domains for the firm, including architecture, engineering, infrastructure and development. He will report to Greg Gates, who assumes the broader title of group managing director, chief product and technology officer.
Lewis brings more than two decades of experience leading large-scale technology organizations across the financial services industry. Most recently, he served as head of digital and trading technology for wealth management at Wells Fargo, where he led large-scale technology platforms and advanced AI-driven engineering capabilities to support advisors and clients. Prior to Wells Fargo, Lewis was head of asset management technology at J.P. Morgan.
“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,” said Gates. “As the LPL Latitude technology experience becomes an even greater differentiator in the value we deliver to our clients, we’re enhancing our leadership team to drive innovation and execution at scale. Jonathan’s deep expertise across engineering, infrastructure and technology transformation will help accelerate our innovation agenda while advancing our investments in AI and platform modernization.”
Lewis is based in New York City.
About LPL Financial
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports more than 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately
Securities and advisory services offered through LPL Financial LLC (“LPL Financial”), a registered investment adviser and broker-dealer. 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.
We routinely disclose information that may be important to shareholders in the “Investor Relations” or “Press Releases” section of our website.
Media Contact:
Media.relations@LPLFinancial.com
Tracking #1163027
A photo accompanying this announcement is available at: https://www.globenewswire.com/NewsRoom/AttachmentNg/c4dd37ac-c417-4471-8c0d-eeecce3eb35d
FAQ
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