TrueAdvisor
TrueAdvisor
JL
ChFC
JL
ChFC

Jonathan Lewis

Spc
39 Years of Experience
Opelousas, LA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jonathan Lewis is a ChFC-designated registered investment advisor at Spc, based in Opelousas, LA, with 39 years of industry experience. Jonathan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 30,916 clients with $6.1B in assets under management.

Spc
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
475 advisors
Number of Clients
30,916 clients
Average Client Portfolio
$197K average
Assets Under Management
$6.1B

Fee Structure

Minimum Investment:$5.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum annual advisory fee is 2.50%. Advisors set their own rates for each account up to this maximum limit. A 0.15% program fee is included within the total fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

9384 Highway 182, Opelousas, LA, 70570

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jonathan sells mutual funds, variable and fixed annuities through Lewis & Associates. He also sells life, health, and property & casualty insurance through Acadiana Insurance Agency, Inc., and is a minister who is occasionally paid for speaking at church functions. Jonathan also owns rental property.

Employment History
Current Registrations
Spc
March 2008 - Present · 18 yrs 7 mos
Parkland Securities, LLCBroker
February 2002 - Present · 24 yrs 8 mos
Previous Registrations
Walnut Street Securities, INC.Broker
May 1997 - February 2002 · 4 yrs 9 mos
Princor Financial Services CorporationBroker
April 1997 - April 1997 · 0 mos
Pruco Securities CorporationBroker
September 1989 - April 1997 · 7 yrs 7 mos
The Prudential Insurance Company of AmericaBroker
September 1989 - December 1993 · 4 yrs 3 mos
Metlife Securities INC.Broker
December 1983 - December 1985 · 2 yrs
Metropolitan Life Insurance CompanyBroker
December 1983 - November 1985 · 1 yr 11 mos
State Registrations3 states
LAMSTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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