JL
Jonathan A. Lewis
SLK PRIVATE WEALTH MANAGEMENT | Financial Advisor
LOS ANGELES, CA 90024
Some features on this profile are disabled
CRD#: 2317260
JL
Professional summary
Jonathan Adam Lewis is a registered financial advisor currently at SLK PRIVATE WEALTH MANAGEMENT, 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.
Question & Answer
What are your service offerings?
Trading individual securities
Insurance
Financial planning
Philanthropic services
Loans/credit services
Trust & estate planning
Executive services/Equity comp...
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
1) SLK Private Wealth Management, LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month. 2) Club Drive Investments, LLC; Investment-related; Same address; Managing member; Managing member of holding company with ownership interest in SLK Private Wealth Management, LLC; Start date: 07/2022; Less than 5% of time during the month. 3) Mr. Lewis serves as an investment advisor representative with SLK Private Wealth Management, LLC since 01/2025 and as an investment advisor representative and registered representative with Sanctuary Advisors, LLC and Sanctuary Securities, LLC since 09/2022. This dual transition is strictly for transitional purposes only. 4) SLK PRIVATE WEALTH MANAGEMENT LLC POSITION: Managing Partner NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 1/26/2025 ADDRESS: 10877 Wilshire Boulevard Suite 1406, LOS ANGELES CA 90024-4369, United States DESCRIPTION: Managing portfolios
CRS (Client Relationship Summary) - RIA
Click below to view Jonathan Adam Lewis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 21, 2025 - Present
SLK PRIVATE WEALTH MANAGEMENT, LLC
Office #1: 10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024RIA
CRD#: 333932
LOS ANGELES, CA
Past
September 14, 2022 - April 3, 2025
SANCTUARY ADVISORS, LLC
RIA
CRD#: 226606
LOS ANGELES, CA
Past
September 14, 2022 - April 3, 2025
SANCTUARY SECURITIES, INC.
BD
CRD#: 205
LOS ANGELES, CA
Past
September 8, 2000 - September 20, 2022
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LOS ANGELES, CA
Past
September 8, 2000 - September 20, 2022
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LOS ANGELES, CA
Past
November 18, 1993 - September 19, 2000
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
April 20, 1993 - October 6, 1993
DABNEY/RESNICK/IMPERIAL, LLC
BD
CRD#: 24367
BEVERLY HILLS, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SLK PRIVATE WEALTH MANAGEMENT, LLC
SLK PRIVATE WEALTH MANAGEMENT, LLC | SLK PRIVATE WEALTH, LLC
CRD#: 333932 / SEC#: 801-131749
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/21/2025)
IAR
Texas(1/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SP
SLK PRIVATE WEALTH MANAGEMENT, LLC
SLK PRIVATE WEALTH MANAGEMENT, LLC | SLK PRIVATE WEALTH, LLC
CRD#: 333932 / SEC#: 801-131749
RIA
Registered Investment Advisory firm - (1/2/2025 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024
Mailing Address
Phone number
(424) 500-4613
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (16 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,893 |
| AUM (Assets Under Management) | $ 1,646,202,798 |
Red Flags
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.
Company Information
SLK PRIVATE WEALTH MANAGEMENT, LLC
Financial AdvisorCRD#: 333932Los Angeles, CA 90024TRUST BUT VERIFY
Monitor Jonathan Lewis
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
