LPL Financial Names Jonathan Lewis Technology and Information Chief

LPL Financial, a major U.S. wealth-management platform, provides technology, investment and operational services to financial advisers. The appointment is significant as wealth managers spend more on digital tools, data infrastructure and cybersecurity to improve adviser productivity and client service. Leadership of those functions can shape a firm’s ability to scale its platform while maintaining resilient and secure operations.

LPL Financial has appointed Jonathan Lewis as managing director and chief technology and information officer, giving him responsibility for the company’s technology architecture and information services. Lewis brings financial-services and technology leadership experience from Wells Fargo, JPMorgan Chase and Goldman Sachs. The announcement did not specify an effective date or disclose financial terms related to the appointment.