Lavonte Jones
Investment Adviser Representative at SGL Financial, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lavonte Jones is an investment adviser representative with SGL Financial, LLC in Buffalo Grove, IL, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 3 firms, including J.p. Morgan Securities LLC and Northwestern Mutual Investment Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- J.p. Morgan Securities LLCOct 2025 – Jan 2026Elgin, IL
- UnemployedJul 2025 – Sep 2025Bartlett, IL
- Koloni Inc.Dec 2024 – Jun 2025Arlington Heights, IL
- Northwestern MutualJan 2020 – Nov 2024Elgin, IL
- Wholesale Co.Jan 2019 – Dec 2022Elburn, IL
- Weedman Lawn CareJan 2020 – Apr 2020Elgin, IL
- Compass Staffing SolutionsNov 2019 – Jan 2020Burlington, IL
- UnemployedSep 2017 – Dec 2018Burlington, IL
- Sd WheelMay 2017 – Aug 2017Batavia, IL
- UnemployedFeb 2016 – May 2017East Dundee, IL
- SGL Financial, LLCFeb 2026 – no end date reportedBuffalo Grove, IL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About SGL Financial, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 16
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Buffalo Grove, IL
- SEC file number:
- 801-96223
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 22, 2026
View full firm profileOther advisors at SGL Financial, LLC
Showing 12 of 16 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lavonte Jones has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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