PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:10 AM ET

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JL
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Jonathan Lewis

Named as an officer, director or promoter on SEC Form D filings · NJ · Mar 1, 2018 → Feb 13, 2024

3deals (issuers)
$124Kreported sold
124investors
3Form D filings
2018–2024years on file
Follow this personLook further ↓PDF

Data last updated Oct 23, 2026, 5:45 PM ET · Courts (RECAP) last checked: Oct 24, 2026, 2:41 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Jonathan Lewis is listed as an executive officer on 3 SEC Form D filings by 3 issuers between Mar 2018 and Feb 2024: JLJ Fixed Dividend REIT LLC (Pine Brook, NJ — reits and finance — 2024; $124K reported sold to 124 investors), JLJ Fixed Dividend Fund (Pine Brook, NJ — reits and finance — 2023) and JLJ Fund I, LLC (Pine Brook, NJ — reits and finance — 2018).

What this means A repeat sponsor — 3 separate companies raised money with this person listed as executive officer, over about 6 years. Across those companies the filings report $124K sold in total.

Listed alongside Justin Podolsky (1 shared filing).

What this means These are the other officers, directors or promoters the companies named on the same forms — the team around Jonathan. Each name links to their own page.

All 3 issuers belong to the sponsor group Jlj Fixed Dividend (3 issuers, $124K reported sold, 2018–2024).

What this means A sponsor group is one team that sets up a new company for each deal. Jlj Fixed Dividend has 3 companies on file and $124K reported sold in total — the group page shows the whole track record in one place.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA) — 1 bankruptcy case matching the name listed in Key records below.

What this means 1 record came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 3 public filings for Jonathan Lewis and found 5 differences: Same name, different state: "JONATHAN B. LEWIS" (IL) is a separate record; Same name, different state: "Jonathan Lewis" (OK) is a separate record; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Jonathan Lewis has not run yet — it is joining a line of 8,759 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found in sources searched — federal courts (CourtListener / RECAP), checked Oct 24, 2026

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:41 AM ET.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Jonathan Lewis..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

1 case: 1 closed (disposition not in docket feed)

Jonathan K. Lewis and Corin C. Lewis closed
United States Bankruptcy Court, D. New Jersey · No. 20-13527 · Filed Feb 29, 2020 · Closed Jun 26, 2020
Role of Jonathan K. Lewis and Corin C. Lewis: Debtor · Outcome: Case closed 2020-06-26 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
same full name (a name found in 140 federal dockets); 6 people with this name in Form D filings; court in the person's filing state (NJ)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:41 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

Comparisons cover issuers and sponsor groups — see the issuer pages under Deals

5 differences found between the filings for Jonathan Lewis (compared 3 filings on Oct 24, 2026)

Note · Jul 24, 2017 – Jul 31, 2026

Same name, different state: "JONATHAN B. LEWIS" (IL) is a separate record

This page covers filings where the address state is NJ. A separate record, "JONATHAN B. LEWIS" with address state IL, is listed on 18 filings — most recently by Sheridan Capital Partners Fund IV, LP (Jul 31, 2026). Both records have filings in the same period (Mar 1, 2018 to Feb 13, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

JONATHAN B. LEWIS (IL) — PartnerFacts page ↗Form D · Jul 31, 2026 ↗Sheridan Capital Partners Fund IV, LP — PartnerFacts page ↗Jonathan Lewis (NJ) — this page ↗
Sources
Note · Mar 26, 2026

Same name, different state: "Jonathan Lewis" (OK) is a separate record

This page covers filings where the address state is NJ. A separate record, "Jonathan Lewis" with address state OK, is listed on 1 filing — most recently by Greenlite Holdings, Inc. (Mar 26, 2026). The two records do not overlap in time: this page runs Mar 1, 2018 to Feb 13, 2024; the other has one filing dated Mar 26, 2026.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Lewis (OK) — PartnerFacts page ↗Form D · Mar 26, 2026 ↗Greenlite Holdings, Inc. — PartnerFacts page ↗Jonathan Lewis (NJ) — this page ↗
Sources
Note · Sep 29, 2009 – Mar 16, 2026

Same name, different state: "Jonathan Lewis" (NY or MA) is a separate record

This page covers filings where the address state is NJ. A separate record, "Jonathan Lewis" with address state NY or MA, is listed on 43 filings — most recently by MASON CAPITAL LTD (Mar 16, 2026). Both records have filings in the same period (Mar 1, 2018 to Feb 13, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Lewis (NY,MA) — PartnerFacts page ↗Form D/A · Mar 16, 2026 ↗MASON CAPITAL LTD — PartnerFacts page ↗Jonathan Lewis (NJ) — this page ↗
Sources
Note · Sep 21, 2021 – Feb 27, 2026

Same name, different state: "Jonathan H. Lewis" (TX) is a separate record

This page covers filings where the address state is NJ. A separate record, "Jonathan H. Lewis" with address state TX, is listed on 7 filings — most recently by Eldred Rock Keepers Fund, LP (Feb 27, 2026). Both records have filings in the same period (Sep 21, 2021 to Feb 13, 2024).

What this means Two records with one name were active at the same time. That can be one person listing different company addresses, or two different people. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan H. Lewis (TX) — PartnerFacts page ↗Form D · Feb 27, 2026 ↗Eldred Rock Keepers Fund, LP — PartnerFacts page ↗Jonathan Lewis (NJ) — this page ↗
Sources
Note · Nov 24, 2009 – Sep 9, 2011

Same name, different state: "Jonathan Lewis" (CA) is a separate record

This page covers filings where the address state is NJ. A separate record, "Jonathan Lewis" with address state CA, is listed on 4 filings — most recently by EVERYONE COUNTS, INC. (Sep 9, 2011). The two records do not overlap in time: this page runs Mar 1, 2018 to Feb 13, 2024; the other runs Nov 24, 2009 to Sep 9, 2011.

What this means Could be the same person who moved, or two people with the same name. We keep them apart until a filing ties them together. Check both pages before you decide.

Jonathan Lewis (CA) — PartnerFacts page ↗Form D · Sep 9, 2011 ↗EVERYONE COUNTS, INC. — PartnerFacts page ↗Jonathan Lewis (NJ) — this page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

0 of 3 offerings report sales commissions; 1 reports finder's fees totalling $12,000; 0 report proceeds to related persons.

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Feb 13, 2024 D
JLJ Fixed Dividend REIT LLC
File 021-505105
$0$12,000$0Gary Cutson BrokerCheck CRD 6119195 ↗
via A5 Securities LLC (CRD 288410 ↗)
EDGAR ↗
May 3, 2023 D
JLJ Fixed Dividend Fund
File 021-480726
$0$0$0None listed on this filingEDGAR ↗
Mar 1, 2018 D
JLJ Fund I, LLC
File 021-306782
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across every filing this person is listed on (latest filing per offering, per issuer).

Deals 3

Every issuer that named Jonathan Lewis on a Form D, newest first. A Form D is the notice a company files after it starts selling a private investment.

JF
REITS and Finance · group: Jlj Fixed Dividend

JLJ Fixed Dividend REIT LLC

Pine Brook, NJ · Feb 13, 2024
  • Feb 13, 2024 · D · $124,000 sold of $124,000 · 124 investors · min. $1,000 · role: Executive Officer (manager of the Issuer's Manager) EDGAR ↗

Raised $124K from 124 investors (100% of the $124K target) as of the latest filing. Jonathan is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(b) (3,490 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JF
REITS and Finance · group: Jlj Fixed Dividend

JLJ Fixed Dividend Fund

Pine Brook, NJ · May 3, 2023
  • May 3, 2023 · D · $0 sold of $50,000,000 · 0 investors · min. $100,000 · role: Executive Officer (Initial Member of the Issuer) EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(c) (253 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

JF
REITS and Finance · group: Jlj Fixed Dividend

JLJ Fund I, LLC

Pine Brook, NJ · Mar 1, 2018
  • Mar 1, 2018 · D · $0 sold of $75,000,000 · 0 investors · min. $250,000 · role: Executive Officer EDGAR ↗

No sales reported yet as of the latest filing. Jonathan is listed as executive officer.

Latest filing on EDGAR ↗
Sources

Every row is a Form D or D/A on which the issuer listed this name as a related person. Amount sold and investors are the maximum reported on any filing for this issuer. "Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: REITS and Finance / 506(c) (253 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Other pages with the same name (5)

Separate person records under the same name, not combined with this page. Each line says whether it shares an issuer with this record.

  • JONATHAN B. LEWIS — IL, 12 issuers, Jul 24, 2017 → Jul 31, 2026 · no shared issuer
  • Jonathan Lewis — NY, MA, 10 issuers, Sep 29, 2009 → Mar 16, 2026 · no shared issuer
  • Jonathan H. Lewis — TX, 2 issuers, Sep 21, 2021 → Feb 27, 2026 · no shared issuer
  • Jonathan Lewis — CA, 1 issuer, Nov 24, 2009 → Sep 9, 2011 · no shared issuer
  • Jonathan Lewis — OK, 1 issuer, Mar 26, 2026 → Mar 26, 2026 · no shared issuer

People around Jonathan 1

Officers, directors, promoters and management entities named on the same filings, as of Oct 23, 2026, 5:45 PM ET.

JP
No photo found yet (own website and image search run after this page is viewed)
Person

Justin Podolsky

Executive Officer · 1 shared filing (1 issuer)

Listed on the same filings as Jonathan Lewis. Their page shows their other deals.

The team behind the deals

JF
Sponsor group

Jlj Fixed Dividend

3 issuers · 3 filings · $124K reported sold · 2018–2024

One team, 3 deal companies. Jonathan Lewis is listed on 3 of them.

Sources

Issuers are grouped when their Form D filings share related persons, a management entity or a business address (automatic match from the filings). "Listed" marks the issuers that name Jonathan Lewis.

Same business address

1 other issuer file from the same address

A shared address can mean the same team, a shared office building or a registered agent. It is a lead, not a conclusion.

Registrations and other filings

Adviser registration (Form ADV)

None of the 3 issuers this person is listed on appears in Form ADV (searched 24,962 advisers as of Oct 2, 2026). A person is never an adviser firm; Form ADV is checked for the issuers and the management companies they are listed with.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Property records none — individuals are not matched

Property records are matched to companies only, never to individuals, so none are matched to Jonathan Lewis by design. Searched property records in Hillsborough County FL (Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026 + FL DOR 2026 ownership roll), Miami-Dade County FL (FL DOR 2026 ownership roll), Harris County TX (HCAD 2026 ownership roll), Dallas County TX (DCAD 2026 ownership roll), New York City ACRIS documents and PLUTO ownership rows already retrieved for other issuers, Cook County IL sale and ownership rows already retrieved for other issuers (814,874 records as of Oct 23, 2026, 8:59 PM ET) for the 3 issuers this person is listed on — nothing matched.

Public profiles and social

Websites and social links of the issuers Jonathan Lewis is listed on: none on file. No website or social profile named in JLJ Fixed Dividend REIT LLC's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #107,219 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

Look further

One-tap searches on sites we do not index ourselves, with the name pre-filled (Pine Brook, NJ). Each opens in a new tab; what you find there is not verified by PartnerFacts.

Social and web

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Courts

CourtListener / RECAP (federal) ↗PACER case locator (federal, login) ↗New Jersey state courts — find the court ↗

Securities regulators

SEC EDGAR full-text search ↗SEC action look-up ↗FINRA BrokerCheck ↗SEC IAPD adviser search ↗

Business registries

New Jersey Secretary of State business search ↗OpenCorporates ↗

Change history

No corrections have been requested for this page.

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