Jonathan Lewis, financial advisor Winder GA

Jonathan Lewis

CRD Number: 4533620
Current Firm: Lpl Financial LLC

Jonathan Lewis (CRD# 4533620) is an Investment Advisor Representative working at Lpl Financial LLC in Winder, GA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Cornelia, GA Dec 2014 - Current 9
South State Bank Cornelia, GA Dec 2014 - Current 9
Investment Professionals, Inc. Dawsonville, GA Nov 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Jonathan C. Lewis
Phone Number: 704-733-3300
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, WY

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