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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-01-19
  • TN RA
    APPROVED
    Since 2024-01-19

Branch Locations

9056 Corporate Gardens Dr Suite 102, Germantown, TN 38138 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lewis Allen Jones, Cpa Memphis TN 05/1987 Present
Woodbury Financial Services Memphis TN 05/2006 01/2024
Osaic Wealth, Inc. Germantown TN 01/2024 Present
  • 05/1987 → Present
    Lewis Allen Jones, Cpa
    Memphis, TN
  • 05/2006 → 01/2024
    Woodbury Financial Services
    Memphis, TN
  • 01/2024 → Present
    Germantown, TN
Previous Registrations
  • 2006-05-17 → 2024-01-19
    Woodbury Financial Services, Inc.
    Memphis, TN
    Memphis, TN
    Germantown, TN
Other Businesses

1) LEWIS ALLEN JONES CPA POSITION: Owner/CPA NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 150 START DATE: 05/07/1987 ADDRESS: 5100 Poplar Ave STE 2510, Memphis TN 38137, United States DESCRIPTION: Owner/CPA providing accounting and tax services. 2) LEWIS ALLEN JONES, JR POSITION: Owner/landlord NATURE: INDIVIDUALLY OWN 3 SINGLE FAMILY RESIDENTIAL RENTAL PROPERTIES AT: 5380 PECAN GROVE LANE, MEMPHIS, TN, 848 THISTLEDOWN DR #2, MEMPHIS, TN & 3611 SOUTHWOOD AVE, MEMPHIS, TN INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/23/2008 ADDRESS: 5100 Poplar Ave, Suite 2510, Memphis TN 38137, United States DESCRIPTION: Owner/Landlord 3) LEWIS ALLEN JONES, JR. POSITION: owner/producer NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 06/21/2011 ADDRESS: 9056 Corporate, Gardens Drive, Germantown TN 38138, United States DESCRIPTION: Insurance Producer

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-07
  • S66 Uniform Combined State Law Examination
    2005-12-07
Other Names
  • Lewis Allen Jones

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