About Jonathan C. Lewis, CRPC®

Jonathan Lewis has been assisting clients in North Georgia for over a decade pursue their retirement and investment goals.  He utilizes sound, goal driven planning and a comprehensive discovery process to help clients create customized financial plans.  He is a Chartered Retirement Planning Counselor℠ designee and has his Series 7, 63, and 65 securities registrations held with LPL Financial.  He also has his Georgia Life, Accident and Health Insurance license.  A lifelong resident of Habersham County, he enjoys being involved in the local community.  If he is not in the office, you may find him enjoying time with his wife and two boys or volunteering at his church, Free Chapel in Gainesville.

South State Investment Services Broker