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Jonathan Blaine Lewis

Investment adviser representative at Fci Advisors
17 yearsExperience
1 stateRegistered in
$1.5BFirm assets
31 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Fci AdvisorsNov 2017 to now
  2. Umb Distribution Services, LLCAug 2011 to Nov 2017
  3. Scout Investments, Inc.Jun 2009 to Nov 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009
  • Series 63 · Uniform Securities Agent State Law2016

State registrations

Registered as an investment adviser representative in 1 state (KS).

Fci Advisors

Legal name: Financial Counselors Inc

$1.5BAssets managed
514Clients
8Advisers
31 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1632160
Firm CRD
106398
Advisor's SEC record (opens in a new tab)
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