Jordan Lewis (CRD# 5391349) is an Investment Advisor Representative working at Barnes Wealth Management Group in Bakersfield, CA and has over 16 years of experience in the finance industry.
CRD# 4291736
Lpl Financial LLC
CRD# 6682449
J.p. Morgan Securities LLC
CRD# 1960365
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barnes Wealth Management | Bakersfield, CA | Jun 2015 - Current | 8 |
| Glm Systems LLC | Bakersfield, CA | Mar 2012 - Current | 12 |
| Grant & Lewis | Bakersfield, CA | Mar 2012 - Current | 12 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2015 - Feb 2017 | 1 |
| Sierra Pacific Mortgage Company | Bakersfield, CA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management337MILLIONS
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Total Number of Accounts1,215ACCOUNTS
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Average Account Value$277,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, PA, TX
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