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.
Chartered Retirement Planning Counselor℠ designee
Series 7, 63, and 65 securities registrations held with LPL Financial
Georgia Life, Accident and Health Insurance license
*Please consult your tax-advisor for tax related issues.
**Products and services offered through LPL Financial.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC.). Insurance products are offered through LPL or its licensed affiliates. South State Bank and South State Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using South State Investment Services and may also be employees of South State Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, South State Bank or South State Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency
Not Bank Guaranteed
Not Bank Deposits or Obligations
May Lose Value
The services offered within this investment site are available exclusively through our U.S. registered representatives and are available for U.S. residents only. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.