Jeffery Lewis, financial advisor Kennewick WA
84 score

Jeffery Lewis

CRD Number: 5892152
Current Firm: Lewis Wealth Management Partners

Jeffery Lewis (CRD# 5892152) is an Investment Advisor Representative working at Lewis Wealth Management Partners in Kennewick, WA and has over 6 years of experience in the finance industry. Jeffery 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.

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Professional Designations
Company Name Location Dates Years
Epic Trust Advisors, Inc. Kennewick, WA Aug 2015 - Current 2
Retirement Wealth Advisors Kennewick, WA Jun 2015 - Current 2
Northwest Insurance Alliance Kennewick, WA Jun 2015 - Current 2
Lewis Wealth Management Partners, LLC Kennewick, WA Apr 2015 - Current 2
Lpl Financial, LLC Kennewick, WA Jun 2014 - Jun 2015 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Kennewick, WA Jan 2011 - Jun 2014 3
Bank Of America. Fort Worth, TX Feb 2010 - Jan 2011 < 1
Twg Insurance Colleyville, TX Jan 2009 - Dec 2010 1
Brigham Young University Provo, UT Sep 2006 - Dec 2008 2
Safenet Consulting Provo, UT Jan 2008 - Sep 2008 < 1
Impact Net Worth Rexburg, ID Jul 2005 - Aug 2006 1
Brigham Young University- Idaho Rexburg, ID Jan 2005 - Aug 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Jeffery P. Lewis
Phone Number: 509-591-0014
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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