JL
JL

Jerome Lewis

2 Years of Experience
Sellersville, PA

Jerome Lewis is a registered investment advisor at Jerome Lewis, based in Sellersville, PA, with 2 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Retirement Planning.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Sellersville, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Jerome Lewis
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Prudential Financial Planning Services
November 2013 - March 2014 · 4 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jerome Lewis - Financial Advisor | TrueAdvisor