Jonathan Lewis is a registered investment advisor at Evolve Private Wealth, LLC, based in Los Angeles, CA, with 32 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 679 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Evolve Private Wealth charges a fee based on the value of your portfolio. The specific percentage can vary up to 1.50% annually, depending on the complexity of your situation, the amount you invest, and the overall relationship with Evolve. Fees are paid monthly, in advance. If Evolve recommends using independent investment managers, the total fee you pay (including Evolve's fee and the independent manager's fee) will not exceed 3.00% annually.
Location
10877 Wilshire Boulevard, Suite 1406, Los Angeles, CA, 90024
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jonathan is a licensed insurance agent involved in insurance sales and implementation of insurance recommendations, dedicating about 10% of his time to this. He is also a managing member of Club Drive Investments, LLC and a managing partner at SLK Private Wealth Management LLC, spending nearly full-time managing portfolios.
Employment History
Current Registrations
Evolve Private Wealth, LLC
Previous Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Salomon Smith Barney INC.Broker
Dabney/resnick and Wagner, INC.Broker
State Registrations2 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.