Jonathan Adam Lewis
Investment adviser representative at Evolve Private Wealth, LLC
26 yearsExperience
2 statesRegistered in
$2.1BFirm assets
1 yearFirm in business
Are you Jonathan Adam Lewis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Evolve Private Wealth, LLCJan 2025 to now
- Sanctuary Advisors, LLCSep 2022 to Apr 2025
- Sanctuary Securities, Inc.Sep 2022 to Apr 2025
- Wells Fargo Clearing Services, LLCSep 2000 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Evolve Private Wealth, LLC
$2.1BAssets managed
679Clients
20Advisers
1 yearIn 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
- 2317260
- Firm CRD
- 333932