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Jonathan Owen Lachowitz

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.·LEXINGTON, Massachusetts
Clean record16 years registeredWHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
114 WALTHAM STREET, LEXINGTON, MA 02421CRD# 5778307Firm CRD# 108030

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan Owen Lachowitz · LEXINGTON, MA
Registration
CRD #5778307 · WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. · 16 years registered
Brand Profile
Not yet started
01

Career History

WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Jun 2010 – present
02

Registrations & Exams

Registration record
First registered · June 2, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
CRD 108030 · SEC 801-79053
AUM
$511M
Regulatory assets under management
Employees
8
1,108 client accounts
Services offered by WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Jonathan Owen Lachowitz offer?
Jonathan Owen Lachowitz specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.
What are Jonathan Owen Lachowitz's credentials?
Jonathan Owen Lachowitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Owen Lachowitz located?
Jonathan Owen Lachowitz is based in LEXINGTON, Massachusetts, working with WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.
How does Jonathan Owen Lachowitz charge for services?
Jonathan Owen Lachowitz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.?
WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC. has approximately 8 employees and manages $511M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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