Background
John Lewis Financial, Inc. is a comprehensive financial services firm committed to helping our clients improve their long term financial sucess. Our customized programs are designed to grow and conserve our clients wealth by delivering an unprecedented level of personalized service.
Our company was founded upon principles that place the utmost value on our clients’ financial goals and objectives. We’re in the business of building long term, solid relationships that are based upon trust and quality client service.
John "Jack" Lewis is a CERTIFIED FINANCIAL PLANNERTM Professional, Enrolled Agent, and an Investment Advisor Representative and Registered Representative with LPL Financial. Jack has been working in the securities industry since 1986. He holds the following licenses with LPL Financial; series 6, series 7 general securities license, life insurance & variable contracts, and real estate brokers license. Jack is a graduate of California Polytechnic University, Pomona where he majored in Finance, Real Estate, and Law.
Jack is married with two children, ages 16 and 18. He is actively involved in family and church activities and enjoys camping, yardwork and most sports. The few times a year when he gets the chance, he likes to golf.
If you have any questions or would like to meet to discuss your financial plans, please contact us.
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