Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Jay Lewis is a financial advisor with LPL Financial LLC. John has been in the financial industry since 1993 and has a wide range of experience working with various clients, including high-net-worth individuals, corporations, and pension plans. John is registered to provide investment advice in Arizona, California, Nevada, North Carolina, and Texas. He specializes in financial planning, portfolio management, and investment advisory services. John holds several industry designations, including Certified Financial Planner (CFP), and has a strong track record of success in helping clients achieve their financial goals. Prior to joining LPL Financial LLC, John worked at Questar Capital Corporation, Summit Brokerage Services, Inc., LPL Financial Corporation, and Transamerica Financial Advisors, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
12/27/2018 - Present
LPL Financial LLC (TORRANCE CA)
CA
09/16/2014 - 12/26/2018
QUESTAR CAPITAL CORPORATION (Torrance CA)
CA
04/16/2009 - 09/17/2014
SUMMIT BROKERAGE SERVICES, INC. (TORRANCE CA)
CA
05/24/2007 - 04/20/2009
LPL FINANCIAL CORPORATION (TORRANCE CA)
CA
07/06/1994 - 05/24/2007
TRANSAMERICA FINANCIAL ADVISORS, INC. (TORRANCE CA)
NA
09/20/1988 - 10/04/1989
SHEARSON LEHMAN HUTTON INC.
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/05/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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