JL
Jonathan O. Lachowitz
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT
Bedford, MA
Some features on this profile are disabled
CRD#: 5778307
JL
Professional summary
Jonathan Owen Lachowitz, CFP® is a registered financial advisor currently at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. located in Bedford, Massachusetts.
Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jonathan has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I AM THE OWNER AND ONLY EMPLOYEE OF WHITE LIGHTHOUSE INVESTMENT MANAGEMENT BASED IN LAUSANNE SWITZERLAND. THE COMPANY IS FULLY REGISTERED IN SWITZERLAND TO PROVIDE FINANCIAL AND INVESTMENT ADVICE IN SWITZERLAND. I WILL CONTINUE TO WORK FOR THIS COMPANY, ABOUT HALF TIME, CONCURRENTLY WHILE WORKING FOR JJK INVESTMENT MANAGEMENT.
THE ADDRESS IS AV D'OUCHY 29, 1006 LAUSANNE. MY DUTIES INCLUDE FINANCIAL PLANNING, INVESTMENT MANAGEMENT AND ALL OF THE RELATED ADMINISTRATIVE FUNCTIONS OF RUNNING THE COMPANY WHICH I HAVE DONE FOR THE LAST 4 YEARS.
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Owen Lachowitz's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2009
Experience
Current
June 2, 2010 - Present
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
RIA
CRD#: 108030
Bedford, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WL
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
JJK INVESTMENT MANAGEMENT | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT | LACHOWITZ, JONATHAN OWEN | LACHOWITZ ALAN DAVID | JJK IVESTMENT MANAGEMENT | JJK INVESTMENT MANAGEMENT/ADV
CRD#: 108030 / SEC#: 801-79053
RIA
Registered Investment Advisory firm - (1/17/2014 Approved)California
Registered Investment Advisory firm - (11/25/2011 Terminated)Connecticut
Registered Investment Advisory firm - (1/28/2014 Terminated)New York
Registered Investment Advisory firm - (1/27/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(6/2/2010)
IAR
Texas(2/13/2017)
Exams
Current Firm
WL
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
JJK INVESTMENT MANAGEMENT | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. | WHITE LIGHTHOUSE INVESTMENT MANAGEMENT | LACHOWITZ, JONATHAN OWEN | LACHOWITZ ALAN DAVID | JJK IVESTMENT MANAGEMENT | JJK INVESTMENT MANAGEMENT/ADV
CRD#: 108030 / SEC#: 801-79053
RIA
Registered Investment Advisory firm - (1/17/2014 Approved)California
Registered Investment Advisory firm - (11/25/2011 Terminated)Connecticut
Registered Investment Advisory firm - (1/28/2014 Terminated)New York
Registered Investment Advisory firm - (1/27/2014 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Bedford, MA
Mailing Address
Phone number
(508) 471-4431
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,203 |
| AUM (Assets Under Management) | $ 689,316,000 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
