Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Laneal Lewis is a registered investment advisor representative with SPC. Jonathan has been in the financial services industry since 1987. Jonathan specializes in providing financial planning, investment advisory and portfolio management services to individuals and businesses. Jonathan is registered with the Financial Industry Regulatory Authority (FINRA) and is also a Chartered Financial Consultant. Jonathan is a minister and is occasionally paid for speaking at church functions. Jonathan is also the owner of rental property.
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.
Consultation 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.
Seminar attendance fees
1
2
LA
03/12/2008 - Present
SPC (OPELOUSAS LA)
CA
05/13/1997 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
04/15/1997 - 04/22/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NJ
09/14/1989 - 04/14/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
09/14/1989 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NA
12/02/1983 - 12/02/1985
METLIFE SECURITIES INC.
NA
12/02/1983 - 11/30/1985
METROPOLITAN LIFE INSURANCE COMPANY
IA
Issued 11/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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