AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JL

Jeffrey J. Lewis

SOLIC CAPITAL
CHICAGO, IL 60606
Some features on this profile are disabled
CRD#: 3211793
JL
Jeffrey Jon LewisSOLIC CAPITAL

Professional summary

Jeffrey Jon Lewis is a registered financial professional currently at SOLIC CAPITAL LLC located in Chicago, Illinois.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 2000. Jeffrey has worked at 3 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 24 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jeffrey Jon 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®
None

Experience

Current

September 15, 2026 - Present

SOLIC CAPITAL LLC

Office #1: 444 West Lake Street Suite 2450, Chicago, IL 60606
BD
CRD#: 158911
CHICAGO, IL
Past

May 14, 2009 - June 3, 2026

HOULIHAN LOKEY CAPITAL, INC.

BD
CRD#: 17708
CHICAGO, IL
Past

March 14, 2000 - May 12, 2009

PRICEWATERHOUSECOOPERS CORPORATE FINANCE LLC

BD
CRD#: 41461
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Illinois
(9/15/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 9/7/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 79TO
Status Unavailable
Passed: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Status Unavailable
Passed: 3/13/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Status Unavailable
Passed: 10/15/2007
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

SC
SOLIC CAPITAL LLC
SOLIC CAPITAL LLC

CRD#: 158911 / SEC#: , 8-68942

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
Loading...

Contact information

Main Address
444 West Lake Street Suite 2450, Chicago, IL 60606
Mailing Address
444 West Lake Street Suite 2450, Chicago, IL 60606
Phone number
(847) 583-1618
Established
Delaware since 05/24/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
GBH SOLIC HOLDCO LLCSOLE OWNER
HAGOOD, GREGORY FELTONPRESIDENT2658389
LENART, BRIAN DOUGLASEXECUTIVE REP, CCO, AMLCO, CFO, FINOP, PFO/POO736107

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

SOLIC CAPITAL LLC

CRD#: 158911Chicago, IL 60606

TRUST BUT VERIFY

Monitor Jeffrey Lewis

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
CHICAGO, IL
Jaime Rafael Villalobos
Jaime VillalobosAdvisorCheck Check Mark
WILLIAM BLAIR
IAR
RR
CHICAGO, IL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.