Lewis Jones, financial advisor Germantown TN

Lewis Jones

CRD Number: 5048950
Current Firm: Woodbury Financial Services, Inc.

Lewis Jones (CRD# 5048950) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Germantown, TN and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Memphis, TN May 2006 - Current 15
Lewis Allen Jones, Cpa Memphis, TN May 1987 - Current 34
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2005
Contact Info for Lewis A. Jones
Phone Number: 800-800-2638
Firm Website: https://www.pwmgt.com/
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    15,588
    MILLIONS
  • Total Number of Accounts
    71,852
    ACCOUNTS
  • Average Account Value
    $216,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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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