Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Blake Lewis is a registered representative with Synovus Securities, Inc. Jonathan has over 7 years of experience in the financial services industry. Prior to joining Synovus Securities, Jonathan worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Sterne Agee & Leach, Inc. Jonathan is also a member of the Junior Board of Glenwood, a non-profit organization serving children and adults with autism. Jonathan specializes in financial planning and portfolio management for individuals and businesses. Jonathan's firm is committed to providing clients with a high level of personalized service.
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.
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.
Tax related services, administrative 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.
1
2
AL
01/03/2017 - Present
Synovus Securities, Inc. (BIRMINGHAM AL)
AL
10/08/2015 - 04/15/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
AL
03/26/2015 - 08/21/2015
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
BOTH
Issued 12/15/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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