Lewis Wealth Management Partners

Lewis Wealth Management Partners (CRD# 281027) is a financial advisory firm headquartered in Kennewick, WA. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lewis Wealth Management Partners
Showing 1 - 1 of 1 top financial advisors.
Jeffery P. Lewis
CRD#: 5892152
8656 W Gage Blvd, Suite A104, Kennewick, WA 99336

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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