Executive appointment
Jonathan Lewis
Wells Fargo → LPL Financial
What changed
Joins LPL to lead technology domains; previously head of digital and trading technology for wealth management at Wells Fargo.
- Reported / discovered
- Aug 24, 2026
- Effective
- Not reported
- New role
- Managing Director, 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
GlobeNewswire — Finance ↗Aug 24, 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