Jeffrey LewisCRD Number: 6562638
Current Firm: Fisher Investments
Jeffrey Lewis (CRD# 6562638) is an Investment Advisor Representative working at Fisher Investments in Chicago, IL and has over 6 years of experience in the finance industry. Jeffrey Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Fisher Investments||Chicago, IL||Jan 2021 - Current||1|
|Td Ameritrade, Inc.||Schaumburg, IL||Jun 2018 - Jan 2021||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Oct 2015 - Jun 2018||2|
|Mcadam, LLC||Chicago, IL||Aug 2015 - May 2018||2|
|Unemployed||Brookfield, WI||Jan 2015 - Aug 2015||< 1|
|Illinois University||Normal, IL||Jun 2014 - Dec 2014||< 1|
|Uw-madison||Madison, WI||Aug 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2017|
|S63||Uniform Securities State Law Examination||Oct 2015|
Total Assets Under Management159,612MILLIONS
Total Number of Accounts166,694ACCOUNTS
Average Account Value$957,512
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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