JL
JL

Jacob Lewis

20 Years of Experience
Henderson, NV
Broker

Jacob Lewis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Henderson, NV, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1780 W Horizon Ridge Pkwy, Suite 140, Henderson, NV, 89012

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2020 - Present · 5 yrs 10 mos
Raymond James Financial Services, INC.Broker
June 2020 - Present · 5 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.
June 2016 - June 2020 · 4 yrs
Raymond James & Associates, INC.Broker
June 2016 - June 2020 · 4 yrs
Morgan Stanley
June 2012 - July 2016 · 4 yrs 1 mo
Morgan StanleyBroker
June 2012 - July 2016 · 4 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2006 - June 2012 · 6 yrs 5 mos
State Registrations14 states
CADCFLHIMAMONCNJNVNYOHORTXWY
AdvisorBrokerBoth

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.