Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Craig Lewis is a financial advisor with over 20 years of experience in the financial services industry. Jonathan is currently registered with Ameriprise Financial Services, LLC. Previously, Jonathan was affiliated with INVESTMENT PROFESSIONALS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Jonathan holds the Series 6, 7, 63, and 65 securities licenses and the SIE exam. Jonathan is a registered representative in 16 states. Jonathan has a wide range of experience in providing financial advice, including portfolio management for individuals and businesses, financial planning, and asset allocation services. Jonathan is committed to providing personalized financial advice to help clients reach 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.
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
GA
10/08/2024 - Present
Ameriprise Financial Services, LLC (Jefferson GA)
GA
11/25/2011 - 12/31/2014
INVESTMENT PROFESSIONALS, INC. (CLEVELAND GA)
GA
11/17/2005 - 11/29/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GAINESVILLE GA)
MS
06/25/2002 - 09/27/2005
SOUTHERN FARM BUREAU FUND DISTRIBUTOR, INC. (JACKSON MS)
IA
Issued 12/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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