Lavonte Jones has been an investment adviser representative at SGL Financial since March 2026, and is not listed among the firm’s executive officers or direct owners.
SGL Financial, LLC is a Buffalo Grove, IL firm with $416M under management, 884 clients and 13 advisers across 4 offices, as of its September 2026 filing.
- SGL Financial, LLCCurrent– present · under a yearBuffalo Grove, IL · Adviser representative · Firm CRD 158023
Investment adviser representative registrations
Lavonte Jones is registered as an investment adviser representative in Illinois, since March 2026.
- IllinoisSince 20 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 March 2026 |
| Series 7TO | General Securities Representative Examination | 4 December 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 November 2020 |
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 7 October 2020 |
| SIE | Securities Industry Essentials Examination | 28 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7257033
- Firm
- SGL Financial · CRD 158023
- Office
- 1130 W. Lake Cook Road, Suite 150, Buffalo Grove, IL 60089
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Lavonte Jones work?
Lavonte Jones is an investment adviser representative registered through SGL Financial, LLC since March 2026, and is not listed among the firm’s executive officers or direct owners.
Is Lavonte Jones a financial advisor?
Yes. Lavonte Jones has a current investment-adviser registration in Illinois, through SGL Financial since March 2026.
How many years of experience does Lavonte Jones have?
Lavonte Jones has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Lavonte Jones passed?
Lavonte Jones has passed 5 licensing exams: the SIE, Series 6TO, Series 63, Series 7TO and Series 65. The earliest, the SIE, was passed in August 2020.
Where is Lavonte Jones based?
Lavonte Jones’ registered office is in Buffalo Grove, IL.
Is Lavonte Jones registered with FINRA?
No. Lavonte Jones has no current broker registration.
How can I verify Lavonte Jones’ record?
Search CRD 7257033 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lavonte Jones’ full registration record.
- Gabriel LewitChief Executive Officer
- Gery SadzewiczChief Compliance Officer
- Steven LewitOwner