Jonathan Mitchel Lipchin
Investment adviser representative at Commonwealth Financial Network
20 yearsExperience
2 statesRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Commonwealth Financial NetworkFeb 2025 to now
- Lipchin Wealth ManagementFeb 2025 to now
- Cetera Investment Advisers LLCMar 2024 to Feb 2025
- Cetera Advisors LLCAug 2017 to Feb 2025
- Lipchin Financial Group, LLCAug 2017 to Mar 2023
- Founders Financial Securities, LLCMay 2009 to Aug 2017
- First Allied Securities, Inc.May 2008 to Aug 2017
- First Advisors, Inc.Jan 2007 to Aug 2017
- Ffp Securities, Inc.May 2006 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2326770
- Firm CRD
- 8032