Jacob LewisCRD Number: 5569018
Current Firm: Usaa Financial Planning Services
Jacob Lewis (CRD# 5569018) is an Investment Advisor Representative working at Usaa Financial Planning Services in Tampa, FL and has over 6 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Usaa Financial Planning Services||Tampa, FL||Jun 2010 - Oct 2015||5|
|Usaa Financial Advisors, Inc.||Tampa, FL||Jun 2010 - Oct 2015||5|
|Ameriprise||Oldsmar, FL||May 2010 - May 2010||< 1|
|University Of Tampa||Tampa, FL||Aug 2009 - May 2010||< 1|
|Ameriprise||Oldsmar, FL||May 2009 - Aug 2009||< 1|
|University Of Tampa||Tampa, FL||Aug 2008 - May 2009||< 1|
|Ameriprise||Oldsmar, FL||May 2008 - Aug 2008||< 1|
|Dan Hardt Financial||Louisville, KY||Jan 2008 - May 2008||< 1|
|Unemployed||Louisville, KY||Aug 2007 - Jan 2008||< 1|
|Dan Hardt Financial||Louisville, KY||May 2007 - Aug 2007||< 1|
|Unemployed||Louisville, KY||Aug 2006 - May 2007||< 1|
|Target||Louisville, KY||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2010|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
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
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