Unclaimed
Ronald J. Lewis is an active, licensed broker with over 20 years of experience in the financial industry. Ronald is currently registered with J.P. Morgan Securities LLC and has been in this role since October 2012. Prior to joining J.P. Morgan Securities LLC, Ronald held positions at Chase Investment Services Corp., Stifel, Nicolaus & Company, Incorporated, Fifth Third Securities, Inc., Smith Barney Inc., and Prudential Securities Incorporated.
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.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (LYNDHURST OH)
OH
03/04/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LYNDHURST OH)
MO
03/24/2000 - 02/05/2001
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
OH
12/07/1995 - 05/05/2000
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
05/13/1994 - 12/13/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
02/22/1994 - 05/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 03/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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