Jordan G. Lewis

VESTGEN ADVISORS

Oak Brook, IL 60523

Some features on this profile are disabled

CRD#: 6530660

Professional summary

Jordan Glenn Lewis, who also goes by Jordan Glenn Peterson, is a registered financial advisor currently at VESTGEN ADVISORS, LLC located in Oak Brook, Illinois and PRIVATE CLIENT SERVICES, LLC located in Oak Brook, Illinois.

Jordan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jordan has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jordan Glenn Peterson

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) Totality Sculpt-Yoga Instructor. 4016 Allison St, Unit 2, Cincinnati, OH 45209. Fitness Studio. I teach yoga two times a week. 8 hrs/mo; 4 during trading hrs. Not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Glenn Lewis's CRS (Customer Relationship Summary).

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

October 6, 2025 - Present

VESTGEN ADVISORS, LLC

Office #1: 1415 W. 22nd Street Tower Floor, Oak Brook, IL 60523

RIA

CRD#: 318657

Oak Brook, IL

Current

October 6, 2025 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 1415 W. 22nd St Tower Floor, Oak Brook, IL 60523

RIA

CRD#: 120222

Oak Brook, IL

Past

December 17, 2018 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Oak Brook, IL

Past

December 17, 2018 - October 6, 2025

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Oak Brook, IL

Past

May 31, 2016 - December 21, 2018

LPL FINANCIAL LLC

RIA

CRD#: 6413

OAK BROOK, IL

Past

December 22, 2015 - December 21, 2018

LPL FINANCIAL LLC

CRD#: 6413

OAK BROOK, IL

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".

VESTGEN ADVISORS, LLC

CRD#: 318657 / SEC#: 801-123390

RIA

Registered Investment Advisory firm - (3/4/2022 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.

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

California
(10/6/2025)

Illinois
(10/6/2025)

IAR

Illinois
(10/6/2025)

Indiana
(10/6/2025)

Michigan
(10/24/2025)

North Carolina
(10/6/2025)

Ohio
(10/6/2025)

IAR

Ohio
(10/7/2025)

Tennessee
(10/6/2025)

Virginia
(10/6/2025)

Wisconsin
(10/6/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/31/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/22/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

VESTGEN ADVISORS, LLC

CRD#: 318657 / SEC#: 801-123390

RIA

Registered Investment Advisory firm - (3/4/2022 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

1605 West Colonial Parkway, Inverness, IL 60067

Mailing Address

Phone number

(312) 237-4446

Established

Firm type

Fiscal year end

# of Employees

115

SEC notice filing (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VESTGEN ADVISORS - WRAP FEE BROCHURE (3/31/2025)

VGA - ADV FORM 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	9,800
AUM (Assets Under Management)	$ 3,470,310,102

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.

Similar Advisors

Michael Basile

COUNTRY CAPITAL MANAGEMENT COMPANY

Chicago, IL

James Flanagan

INDEPENDENT FINANCIAL GROUP, LLC

IAR

Downers Grove, IL

Louis Paster

UBS FINANCIAL SERVICES INC.

IAR

Chicago, IL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jordan G. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jordan Glenn Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

VESTGEN ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2016

SIE

Date: 10/1/2018

Series 7

Date: 12/22/2015

FINRA

Current Firm

VESTGEN ADVISORS, LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VESTGEN ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors