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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Bellinger Lewis is a financial advisor at Rockefeller Financial LLC, with over 30 years of experience in the industry. John specializes in providing financial planning and portfolio management services to individuals, businesses, and institutions. John has a broad range of experience in the financial services industry, having previously worked at firms such as Truist Investment Services, Inc., BB&T Securities, LLC, Morgan Stanley, and Citigroup Global Markets Inc. John holds a Series 7, Series 52, Series 63, and Series 65 licenses. John's focus on providing exceptional client service has earned him a strong reputation in the industry.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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GA
02/02/2024 - Present
Rockefeller Financial LLC (ATLANTA GA)
VA
02/17/2021 - 02/05/2024
TRUIST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
02/13/2014 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
06/01/2009 - 02/21/2014
MORGAN STANLEY (RICHMOND VA)
VA
04/09/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RICHMOND VA)
VA
06/27/2005 - 05/06/2009
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
GA
06/21/2002 - 06/30/2005
SUNTRUST CAPITAL MARKETS, INC. (ATLANTA GA)
NJ
05/09/1994 - 07/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
07/31/1993 - 07/01/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
01/21/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 03/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1992
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1988
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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