Unclaimed Profile

Jonathan Adam Lewis

SLK PRIVATE WEALTH, LLC·LOS ANGELES, California

Clean recordSLK PRIVATE WEALTH, LLC

10877 WILSHIRE BOULEVARD, LOS ANGELES, CA 90024CRD# 2317260Firm CRD# 333932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Adam Lewis · LOS ANGELES, CA

Registration

CRD #2317260 · SLK PRIVATE WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Adam Lewis is a registered financial advisor based in LOS ANGELES, California, affiliated with SLK PRIVATE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SLK PRIVATE WEALTH MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at SLK PRIVATE WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2317260

Firm CRD# 333932

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jonathan Adam Lewis offer?

Jonathan Adam Lewis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Jonathan Adam Lewis's credentials?

Jonathan Adam Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan Adam Lewis located?

Jonathan Adam Lewis is based in LOS ANGELES, California, working with SLK PRIVATE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Jonathan Adam Lewis charge for services?

Jonathan Adam Lewis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLK PRIVATE WEALTH, LLC?

SLK PRIVATE WEALTH, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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