Lavonte Jones
Investment adviser representative at Sgl Financial, LLC
10 yearsExperience
1 stateRegistered in
$416MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Sgl Financial, LLCFeb 2026 to now
- J.P. Morgan Securities LLCOct 2025 to Jan 2026
- UnemployedJul 2025 to Sep 2025
- Koloni Inc.Dec 2024 to Jun 2025
- Northwestern MutualJan 2020 to Nov 2024
- Weedman Lawn CareJan 2020 to Apr 2020
- Compass Staffing SolutionsNov 2019 to Jan 2020
- Wholesale Co.Jan 2019 to Dec 2022
- UnemployedSep 2017 to Dec 2018
- Sd WheelMay 2017 to Aug 2017
- UnemployedFeb 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Sgl Financial, LLC
$416MAssets managed
884Clients
13Advisers
11 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
- 7257033
- Firm CRD
- 158023