Lewis Franklin Jones

Employer firm

Eversource Wealth Advisors, LLC CRD 286340

$5.10B regulatory AUM 51 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• 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

• 10/2019 → Present
  Eversource Wealth Advisors, Llc
  Birmingham, AL
• 11/2000 → Present
  Haynes Downard Llp
  Birmingham, AL

Other Businesses

Since 11/00, Lewis Jones has been a partner with the CPA firm Haynes Downard, LLP, which is not an investment-related business. He devotes 40+ hours per week to managing that firm and providing accounting services to clients, generally during securities trading hours. Mr. Jones has been a member of 5021 Old Dunnavant Valley Road, LLC (ODV) since 2003 and Veni Vidi Vici, LLC (VVV) since 2005, both of which own and manage real estate and are investment-related businesses. Since 1991, Mr. Jones has been general partner of Triple F Investments, an inactive investment club which has not sold or purchased securities in five years. All of the entities described herein are located at 3161 Cahaba Heights Road, Ste 203, Vestavia Hills, AL 35243. Mr. Jones devotes one hour or less per month to ODV, VVV and Triple F Investments, generally during securities trading hours.

Other Names

• Frank Jones