DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jonathan Treat Lewis

Vestgen Advisors, LLCindependent RIASummerland Key, Fl dual registrantIAPD 1616945

Feed of 09/15/2026

Also filed as Jonathan Lewis

At current firm

0 y

since Oct 9, 2025

In the industry

39 y

since Jan 30, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Managing Director, Wealth Advisorreportedvestgen.comfirm site, Sep 15, 2026
Professional profile: vestgen.com/jonathan-lewisreportedvestgen.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Vestgen Advisors, LLC independent RIA current
since Oct 9, 2025 · Beaver Island, Mi
Commonwealth Financial Network national BD
Apr 22, 2021 to Oct 7, 2025 · Beaver Island, Mi
LPL Financial LLC BD affiliated
Nov 13, 2007 to May 4, 2021 · Summerland Key, Fl

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Vestgen Advisors, LLC
left Oct 7, 2025, registered Oct 9, 2025 (2 days) · Affiliated broker-dealer or bank to independent RIA
LPL Financial LLC to Commonwealth Financial Network
left May 4, 2021, registered Apr 22, 2021 (-12 days) · Affiliated broker-dealer or bank to another

Signals

Jonathan Treat Lewis left Commonwealth Financial Network for Vestgen Advisors, Llc (registered 2025-10-09)
Oct 7, 2025 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 39derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address