Jonathan Lewis, financial advisor Opelousas LA
96 score

Jonathan Lewis

CRD Number: 1211153
Current Firm: Spc

Jonathan Lewis (CRD# 1211153) is an Investment Advisor Representative working at Spc in Opelousas, LA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Parkland Securities, LLC Ann Arbor, MI Aug 2014 - Current 2
Sigma Planning Corporation Ann Arbor, MI Mar 2008 - Current 8
Acadiana Insurance Agency Inc. Oipelousas, LA Aug 1991 - Current 25
Sammons Securities Company, LLC Ann Arbor, MI Feb 2002 - Aug 2014 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Nov 1999
Contact Info for Jonathan L. Lewis
Phone Number: 734-663-1611
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    1,987
    MILLIONS
  • Total Number of Accounts
    11,707
    ACCOUNTS
  • Average Account Value
    $169,758
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
  • Other
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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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