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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blaine Lewis is an investment advisor representative with FCI Advisors. Jonathan has been in the financial industry since June 2009. Jonathan is licensed to provide advisory services in Kansas. Jonathan has passed the Series 6, 7, 63 and 65 exams. Jonathan's firm, FCI Advisors, is a registered investment advisor with the SEC and has offices in Overland Park, Kansas. FCI Advisors provides a variety of investment advisory services to individuals, businesses, and institutions. The firm specializes in asset allocation, portfolio management, and financial planning. Jonathan's expertise includes providing investment advisory services to high-net-worth individuals, institutions, corporations, and pooled investment vehicles. Jonathan's experience and expertise make him a valuable resource for clients seeking to 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
KS
12/06/2017 - Present
FCI Advisors (OVERLAND PARK KS)
MO
10/31/2011 - 11/03/2017
UMB DISTRIBUTION SERVICES, LLC (KANSAS CITY MO)
BC
Issued 01/15/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/28/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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