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Wednesday, October 7, 2026The Morning Brief →Sign in
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Executive appointment

Jonathan Lewis

Wells Fargo → LPL

Reported

What changed

Hired from competitor Wells Fargo; will lead technology architecture, engineering, infrastructure and development.

Reported / discovered
Aug 27, 2026
Effective
Not reported
New role
managing director and chief technology and information officer
Previous role
Not reported
Market
Not reported
Reported book
Not disclosed
Reported team size
Not disclosed
Named people
1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

WealthManagement — Alts ↗Aug 27, 2026 · Reporting

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

1 observations consolidated into one event.

Oct 2, 2026Source evidence reconciled
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