Jeremy Lewis, financial advisor Spokane WA
93 score

Jeremy Lewis

CRD Number: 4465352
Current Firm: Financial Advocates Investment Management

Jeremy Lewis (CRD# 4465352) is an Investment Advisor Representative working at Financial Advocates Investment Management in Spokane, WA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Spokane, WA Oct 2015 - Current 1
Holden Ray, LLC Spokane, WA Dec 2014 - Current 2
Hoyt, Lewis And Associates LLC Spokane, WA Aug 2007 - Current 9
Various Insurance Carriers For W & R Insurance Agencies Spokane, WA Jan 2002 - Oct 2015 13
Waddell & Reed, Inc. Spokane, WA Oct 2001 - Oct 2015 14
Triton Prospera LLC Spokane, WA Feb 2013 - Apr 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Contact Info for Jeremy F. Lewis
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,087
    MILLIONS
  • Total Number of Accounts
    6,384
    ACCOUNTS
  • Average Account Value
    $170,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AK, AZ, CA, CO, FL, HI, ID, IL, LA, ME, MN, MS, MT, NC, NH, NJ, NV, NY, OH, OR, TX, UT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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