Jordan
Lewis

Commonwealth Financial Network

CRD#6530660
Investment Advisor
in Oak Brook, IL

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About this Advisor

Jordan Lewis is a financial advisor working out of Oak Brook, Illinois with 5 years of industry experience. Lewis is an advisor for Commonwealth Financial Network. Their career trajectory has included roles at Boonedocks Restaurant, Kalamazoo College, The Advisor Center, Insurance Noodle, Sports Illustrated Play, Core Power Yoga, Lpl Financial, LLC, M22 Glen Arbor, Commonwealth Financial Network and Daley Financial Partners, LLC. Lewis maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Illinois. Commonwealth Financial Network is a financial advisory business that has its headquarters in Waltham, MA. It has offices in 1,759 locations and a total of 4,300 employees. It controls $146 billion in assets between its 585,629 client accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 2,108 charitable organizations. Of its 585,629 client accounts, just 4% are held by high-net-worth investors who have at least $1 million in investable assets. Commonwealth Financial Network has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on which service is offered. Fees billed by Commonwealth Financial Network likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

1415 W 22Nd Street Tower Floor
Oak Brook, IL 60523

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$146,387,007,862

IL Average: $16,012,751,954
Total Number of Employees

4,300

IL Average: 118
Total Number of Accounts

585,629

IL Average: 4,567
Average Account Size

$249,965

IL Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jordan Lewis Work History

Jordan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Commonwealth Financial Network

2018 - Present (6 years)

Daley Financial Partners, LLC

2015 - 2015 (< 1 year)

Insurance Noodle

2015 - 2018 (3 years)

Lpl Financial, LLC

2015 - 2015 (< 1 year)

M22 Glen Arbor

2014 - 2015 (1 year)

The Advisor Center

2014 - 2016 (2 years)

Core Power Yoga

2013 - 2016 (3 years)

Sports Illustrated Play

2011 - 2014 (3 years)

Kalamazoo College

2010 - 2014 (4 years)

Kalamazoo College

2005 - 2014 (9 years)

Boonedocks Restaurant

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jordan Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Brandon Wolk
Pittsford, NY
Sviatlana Maslava
New York, NY
Tyler Price
Kennewick, WA
Mark Kutzke
Rochester, MN
Seth Penney
Iowa City, IA
Peter Leonczyk
Ludlow, MA
Stephanni Sharp
San Diego, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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