Jonathan Lewis
Jonathan Lewis is a registered investment advisor at Vestgen Advisors, LLC, based in Beaver Island, MI, with 38 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 9,453 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
VestGen Advisors charges a percentage of your portfolio annually for investment management. The exact percentage can vary up to a maximum of 2.5%, depending on factors like your relationship with the firm, the types of assets in your account, and the amount you invest. Fees are typically billed quarterly in advance, but may be billed in arrears in some cases. VestGen may also recommend third-party managers to manage your portfolio.
Location
Beaver Island, MI
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2011Customer Dispute
January 2006Other Business ActivitiesSells Insurance
Jonathan sells fixed insurance, dedicating minimal time to this activity. He is also the President of Peninsula Asset Management, a private entity facilitating securities, advisory, and insurance business, taking up nearly all of his time.
Employment History
Current Registrations
Vestgen Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
Drexel Burnham Lambert IncorporatedBroker
State Registrations8 states
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.