Unclaimed
Craig Johnson Lewis is an active investment advisor representative with J.P. Morgan Securities LLC. Craig has been in the industry since November 12, 2000, and is registered with the firm in all 50 states, the District of Columbia, Puerto Rico and the Virgin Islands. Craig has a wide range of experience in the financial services industry, having previously worked at RBS Securities Inc., ABN AMRO Incorporated, BNP Paribas Securities Corp., and Barclays Capital Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
06/05/2015 - Present
J.p. Morgan Securities LLC (SAN FRANCISCO CA)
CA
09/11/2009 - 05/27/2015
RBS SECURITIES INC. (SAN FRANCISCO CA)
CA
04/22/2008 - 09/11/2009
ABN AMRO INCORPORATED (SAN FRANCISCO CA)
CA
09/13/2004 - 05/07/2008
BNP PARIBAS SECURITIES CORP. (SAN FRANCISCO CA)
NY
07/21/2000 - 05/28/2004
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/22/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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