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Jon M Lewis

Financial Advisor

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I take great pride in working with families and business owners who are focused on building, protecting and transferring their wealth. As a financial advisor, my mission is to collaborate with you to achieve your financial goals. By gaining...... Show More
Location & Business Hours
Thursday
08:00AM to 05:00PM
Friday
08:00AM to 05:00PM
Saturday
closed
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About
I take great pride in working with families and business owners who are focused on building, protecting and transferring their wealth. As a financial advisor, my mission is to collaborate with you to achieve your financial goals. By gaining a deep understanding of your complete financial picture, I can tailor investment strategies specifically designed for you.Originally from Liberal, Kansas, I graduated from Washburn University in Topeka, where I met my wonderful wife, Erin. Erin is a dedicated third-grade teacher, and together, we have two energetic daughters, Lauren and Aubrey, who keep us busy. Lauren is in sixth grade, while Aubrey is in fourth grade. Both are avid sports enthusiasts and love spending time with their friends. As a family, we enjoy visiting the lake, golfing, and traveling.I have held the CERTIFIED FINANCIAL PLANNER® certification since 2012. In addition to the education and examination components of my certification, I've also committed to abiding by the CFP Board's Code of Ethics and Standards of Conduct. In 2024, I was humbled to be ranked #13 by Forbes as a Top Next-Gen Wealth Advisor Best-in-State in Kansas*.Throughout my career, I’ve taken on leadership roles such as field trainer for new advisors, mentor, client solutions leader, performance leader and recruiting leader for the greater Wichita area. I’ve also had the honor of serving on the board of the Mulvane Education Foundation.My branch team—comprised of myself, Stephanie Barger and Chele Myears—is dedicated to partnering with you and providing exceptional service. Please don’t hesitate to reach out if there’s any way that we can assist you!*2024 Forbes Top Next-Gen Wealth Advisors Best-in-State for KS, published August 2024, research by SHOOK Research LLC, data as of March 2024. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
Specialities
Retirement Savings Strategies
Retirement Income Strategies
Estate & Legacy Strategies
College Savings
Business Retirement Plans
Golfing
Spending Time with Family
Hiking
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FAQs
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What organization is Jon M Lewis associated with?
Jon M Lewis is associated with Edward Jones.
What is Jon M Lewis’s work email address?
Jon M Lewis’s professional email address is j*******s@e**********.com. You can also email Jon M Lewis by clicking on the contact Jon M Lewis.
Where is Jon M Lewis based out of?
Jon M Lewis’s primary location is Mulvane, KS.
What is Jon M Lewis's phone number?
Jon M Lewis's phone number is (316) 777-0780
What is Jon M Lewis's title??
Jon M Lewis is a Financial Advisor.