Jonathan Lewis has spent nearly 30 years providing clients with insightful, independent and individualized wealth management and investment planning advice. He specializes in helping self-made people grow and preserve their assets while focusing on their personal and financial goals. As a relationship-driven advisor, Jonathan helps guide clients through the practical and emotional elements of the planning process, drawing out essential details that enhance his investment selection and advice.

He is a co-founder of SLK Private Wealth, which launched in 2022. More than just an investment advisor, Jonathan earned his CPA certificate in 1980, although he is no longer a practicing accountant.

Prior to SLK, Jonathan was a senior PIM portfolio manager at Wells Fargo Advisors, where he worked for 22 years. Previously he was an advisor at Smith Barney for seven years.

Jonathan is a graduate of Southampton University, England, where he earned a Bachelor of Social Science degree in Law and Accounting. He also earned an MBA from UCLA in 1983 in Finance.

Jonathan lives in Cheviot Hills with his wife, Elinor, and his two children. He is an avid golfer and tennis player.

Forbes Best-In-State Wealth Advisors, created by SHOOK Research. Most recently presented in April 2022 based on data gathered from 6/30/20 – 6/30/21. No fee was paid to be included in the ranking. Not indicative of advisor’s future performance. Your experience may vary.