Unclaimed
Godfrey J. Lewis is a financial professional with over 25 years of experience in the financial services industry. Godfrey is currently registered with J.P. Morgan Securities LLC in Bowie, MD. Prior to joining J.P. Morgan, Godfrey worked at PNC Investments, M&T Securities, Inc., AllFirst Brokerage Corporation, Allegheny Investments, Ltd., and Penn Capital Financial Services, 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
MD
08/29/2019 - Present
J.p. Morgan Securities LLC (Bowie MD)
MD
06/26/2014 - 11/01/2018
PNC INVESTMENTS (ANNAPOLIS MD)
MD
05/01/2003 - 05/09/2014
M&T SECURITIES, INC. (UPPER MARLBORO MD)
MD
07/08/1997 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
PA
10/19/1995 - 07/10/1997
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
05/11/1994 - 10/17/1995
PENN CAPITAL FINANCIAL SERVICES, INC. (PITTSBURGH PA)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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