Jonathan Lachowitz has been Owner-Managing Director and Chief Compliance Officer of White Lighthouse Investment Management S.a.r.l. since May 2006, is a control person of the firm and directly owns 75% or more of it. Jonathan Lachowitz holds an MBA in Finance and International Business from Stern School of Business, New York University and a BA in Economics from Hamilton College.
White Lighthouse Investment Management S.a.r.l. is a 1003 Lausanne, Switzerland firm with $105M under management, 37 clients and 2 advisers in one office, as of its May 2026 filing.
Jonathan Lachowitz is Financial Planner, Investment Manager & Founder of White Lighthouse Investment Management. He founded the firm in 2006 and was a board member of the Swiss Financial Planning Organization. Lachowitz is Chairman of American Citizens Abroad Inc., writes a quarterly newsletter on personal finance, and has lectured at IMD and ESCP business schools in Lausanne and London.
- White Lighthouse Investment Management, Inc.Also current– present · 16 yearsBedford, MA · Adviser representative · Firm CRD 108030
Professional designations
Listed by White Lighthouse Investment Management S.a.r.l.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jonathan Lachowitz is registered as an investment adviser representative in 2 states. The first approvals date from June 2010; the most recent is Texas, in February 2017.
- MassachusettsSince 2 June 2010
- TexasSince 13 February 2017
Examinations
No examinations are on Jonathan Lachowitz’s record.
- Full name
- Jonathan Owen Lachowitz
- CRD
- 5778307
- Firm
- White Lighthouse Investment Management S.a.r.l. · CRD 172284
- Role
- Owner-Managing Director and Chief Compliance Officer
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- white-lighthouse.ch
Where does Jonathan Lachowitz work?
Jonathan Lachowitz has been Owner-Managing Director and Chief Compliance Officer of White Lighthouse Investment Management S.a.r.l. since May 2006, and is a control person of the firm.
Is Jonathan Lachowitz a financial advisor?
Yes. Jonathan Lachowitz has a current investment-adviser registration in Massachusetts and Texas.
How many years of experience does Jonathan Lachowitz have?
Jonathan Lachowitz has 16 years in the financial industry, since June 2010, across 1 adviser firm.
Is Jonathan Lachowitz registered with FINRA?
No. Jonathan Lachowitz has no current broker registration.
Is Jonathan Lachowitz a CFP?
White Lighthouse Investment Management S.a.r.l. lists Jonathan Lachowitz with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jonathan Lachowitz’s record?
Search CRD 5778307 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan Lachowitz’s full registration record.