Jeffery LewisCRD 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 5 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.
D.a. Davidson & Company
Valic Financial Advisors, Inc.
|Epic Trust Advisors, Inc.||Kennewick, WA||Aug 2015 - Current||1|
|Retirement Wealth Advisors||Kennewick, WA||Jun 2015 - Current||1|
|Northwest Insurance Alliance||Kennewick, WA||Jun 2015 - Current||1|
|Lewis Wealth Management Partners, LLC||Kennewick, WA||Apr 2015 - Current||1|
|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|
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
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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