Jacqueline Lewis, financial advisor Atlanta GA

Jacqueline Lewis

CRD Number: 6166865
Current Firm: Cahaba Wealth Management, Inc.

Jacqueline Lewis (CRD# 6166865) is an Investment Advisor Representative working at Cahaba Wealth Management, Inc. in Atlanta, GA and has over 8 years of experience in the finance industry. Jacqueline 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
Cahaba Wealth Management, Inc. Atlanta, GA Nov 2020 - Current 1
Ubs Financial Services Nashville, TN Jun 2014 - Nov 2020 6
Wells Fargo Bank Na Nashville, TN Jul 2012 - Jun 2014 1
Regions Bank Carbondale, IL Oct 2010 - Jul 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination May 2013
Contact Info for Jacqueline R. Lewis
Phone Number: 404-549-7678
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    950
    MILLIONS
  • Total Number of Accounts
    568
    ACCOUNTS
  • Average Account Value
    $1,672,481
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CO, FL, GA, IN, LA, MS, NC, SC, TN, TX

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