Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Kevin Lewis is a financial advisor with Benjamin F. Edwards & Company, Inc. in St. Louis, Missouri. Jon has been in the financial services industry since 2001 and has a broad range of experience. Jon is registered to provide investment advice in Alabama, Arkansas, California, Connecticut, Florida, Georgia, Indiana, Maine, Maryland, Massachusetts, Mississippi, Missouri, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, and Wisconsin. Jon holds Series 7, Series 63, and Series 66 licenses. Jon has a strong commitment to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
1
2
MO
10/22/2013 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
GA
01/01/2008 - 10/21/2013
WELLS FARGO ADVISORS, LLC (ROME GA)
GA
02/09/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ROME GA)
BOTH
Issued 10/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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