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Jonathan Heaston Lewis

Eldred Rock Partners, LLC

San Antonio, TX

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Current Employers
Eldred Rock Partners, Llc

7330 San Pedro Ave Suite 505, San Antonio, TX 78216 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-03
  • TX RA
    APPROVED
    Since 2022-01-03

Branch Locations

7330 San Pedro Ave Suite 505, San Antonio, TX 78216 • 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
Matterhorn Capital Management San Antonio TX 06/2015 12/2016
Avalon Advisors, Llc San Antonio TX 01/2017 12/2021
Eldred Rock Partners, Llc San Antonio TX 07/2021 Present
  • 06/2015 → 12/2016
    Matterhorn Capital Management
    San Antonio, TX
  • 01/2017 → 12/2021
    Avalon Advisors, Llc
    San Antonio, TX
  • 07/2021 → Present
    Eldred Rock Partners, Llc
    San Antonio, TX
Previous Registrations
  • 2018-01-03 → 2022-01-06
    Avalon Investment & Advisory
    San Antonio, TX
    San Antonio, TX
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-03
  • S65 Uniform Investment Adviser Law Examination
    2018-01-03
Other Names
  • Jonathan Lewis

View on SEC IAPD

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