Jon Thomas Lewis

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → Present
  Raymond James & Associates, Inc.
  Macon, GA

Previous Registrations

• 2011-08-29 → 2013-02-13
  Morgan Keegan & Company, Llc
  Macon, GA

Other Businesses

(1)Name of Business: 478 Tarpon Blvd LLC Address: 970 Fieldstone Dr, Macon, GA, 31210, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collecting Rent (2)Name of Business: Indian Shoals LLC Address: 884 Fieldstone Dr, Macon , GA, 31210, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: TNT BnB's Address: 970 Fieldstone Dr, Macon, GA, 31210, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: an initial investment for a percentage of profits

Exams

• S66 Uniform Combined State Law Examination
  2011-08-25

Other Names

• Jon Thomass Lewis