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Jonathan C. Lewis, CRPC®, PPC®

Financial Consultant

Vice President

Cornelia, GA

Jonathan C. Lewis, CRPC®, PPC®

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.
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  • Chartered Retirement Planning Counselor® designee
  • Series 7, 63, and 65 securities registrations held with LPL Financial
  • Georgia Life, Accident and Health Insurance license
  • Professional Plan Consultant®
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    **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. SouthState Bank, N.A. and SouthState Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SouthState Investment Services and may also be employees of SouthState Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SouthState Bank, N.A. or SouthState Investment Services. Securities and insurance offered through LPL or its affiliates are:

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