Advisor at VestGen Advisors, LLC
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Location
Beaver Island, MI
Credentials
Series 63, Series 65
Industry experience
38 years
Jonathan Lewis is a financial advisor at VestGen Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Peninsula Asset Management, Daley Financial Partners, and Commonwealth Financial Network. Jonathan is based in Summerland Key, FL. VestGen Advisors is a multi-team registered investment adviser managing approximately $3.47 billion for over 9,400 clients. The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, wrap-fee programs, and retirement plan services, utilizing a combination of analytical methods and third-party managers.
Based on VestGen Advisors, LLC
Based on VestGen Advisors, LLC
Financial planning fees may also be charged as flat fees based on complexity; exact fees provided in Financial Planning Agreement.
Up to 2.5% annually (maximum; actual fees may be negotiated lower based on various criteria)
Certain Advisors who are also registered representatives may earn commissions from brokerage transactions through PCS or WEG; commissions not earned on advisory accounts.
Financial planning fees typically charged hourly.
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Beaver Island, MI
Florida · Michigan
VestGen Advisors, LLC.
2025 - Present (1 year)
Private Client Services
2025 - Present (1 year)
Peninsula Asset Management
2021 - 2025 (4 years)
Daley Financial Partners
2021 - 2025 (4 years)
Commonwealth Financial Network
2021 - 2025 (4 years)
LPL Financial, llc
1998 - 2021 (23 years)
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Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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