John Lewis, financial advisor Arlington MA

John Lewis

CRD Number: 1944997
Current Firm: J. W. Cole Advisors, Inc.

John Lewis (CRD# 1944997) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Arlington, MA and has over 26 years of experience in the finance industry. John Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Jan 2018 - Current 6
J.w. Cole Advisors, Inc. Tampa, FL Jan 2018 - Current 6
Pangaea Capital Strategies LLC Arlington, MA Sep 2016 - Current 7
Summit Brokerage Services, Inc. Arlington, MA Sep 2016 - Jan 2018 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Jan 2018 1
Vsr Advisory Services Overland Park, KS Aug 2007 - Sep 2016 9
Gray-lewis Advisory Group, LLC Arlington, MA May 2005 - Sep 2016 11
Vsr Financial Services Inc. Overland Park, KS May 2005 - Sep 2016 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for John G. Lewis
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,854
    MILLIONS
  • Total Number of Accounts
    24,060
    ACCOUNTS
  • Average Account Value
    $201,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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