Jonathan Adam Lewis
Professional Summary
Jonathan Adam Lewis is a registered financial advisor currently at EVOLVE PRIVATE WEALTH, LLC located in Los Angeles, California. Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jonathan has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Investment Management
- Risk Management & Insurance
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
Specializations
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
33 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC
Contact Information
Main Address
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024Phone Number
(424) 500-4601# of Employees
17SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,940AUM (Assets Under Management)
$2,147,950,288Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
EVOLVE PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH, LLC | SLK PRIVATE WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(1/21/2025)
(1/24/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Adam Lewis's CRS (Customer Relationship Summary).
Services Offered by Jonathan
- Investment Management
- Risk Management & Insurance
- Financial Planning
- Estate & Legacy Planning
- Retirement Planning
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