Lewis Jones, financial advisor Germantown TN

Lewis Jones

CRD Number: 5048950
Current Firm: Osaic Wealth, Inc.

Lewis Jones (CRD# 5048950) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Germantown, TN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Germantown, TN Jan 2024 - Current < 1
Lewis Allen Jones, Cpa Memphis, TN May 1987 - Current 36
Woodbury Financial Services Memphis, TN May 2006 - Jan 2024 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Lewis A. Jones
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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