JO
Jonathan Owen Lachowitz
CRD 5778307
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| White Lighthouse Investment Management, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
White Lighthouse Investment Management S.A.R.L.
Owner Managing Director And Chief Compliance Officer · 75% or more · May 2024
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White Lighthouse Investment Management, Inc.
Owner/Chief Executive Officer · 75% or more · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗