Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Lewis is a registered representative with Conning Investment Products, Inc., licensed in 9 states including California, Connecticut, Illinois, Massachusetts, New Jersey, New York, Texas, Virginia and Wisconsin. Jonathan is a Series 7TO, Series 63 and SIE licensed investment professional who has been in the securities industry since May 10, 2020. Jonathan works out of Conning Investment Products, Inc.'s office in New York. Jonathan's primary specialization is portfolio management for businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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NY
05/11/2020 - Present
Conning Investment Products, Inc. (New York NY)
BC
Issued 08/28/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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