This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ELDRED ROCK PARTNERS, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jun 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65

First exam

Jan 3, 2018

First registration

Jan 3, 2018

Dual registered

no

Other names

Jonathan Lewis

IAPD individual key

6731979

• Occurred

  Jan 6, 2022
  Advisor changed firm

  Jonathan Heaston Lewis left Avalon Investment & Advisory for Eldred Rock Partners, Llc (registered 2022-01-03)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:255051b1-bf77-8fef-e3df-4fa417a5f769

First observed

Jan 3, 2018

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.