Jeremy Lewis
Jeremy Lewis is a registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 24 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
123 E 2nd Ave, Spokane, WA, 99202
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeremy owns a real estate rental property through Holden Ray LLC and is involved with Associates of Clifton Park, selling health and long-term care insurance, dedicating minimal time to the former. He also operates Fortitude Financial as an LPL business and RIA, spends about a quarter of his time on EQ Labs, LLC, and dedicates a significant amount of time (80 hours per week) as owner/operator of EQ Records Collective, a non-profit organization.
Employment History
Current Registrations
LPL Financial LLC
Fortitude Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Waddell & Reed
Waddell & ReedBroker
State Registrations12 states
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