Jon Lewis is a registered investment advisor at Raymond James & Associates, INC., based in Macon, GA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
121 Perimeter Parkway, Macon, GA, 31210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jon is involved in rental real estate through Indian Shoals LLC since 2019, which is investment-related, and TNT BnB's since 2019. He dedicates a few hours per week to these businesses.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations14 states
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