Jay Lewis is a registered investment advisor, based in Dallas, TX, with 11 years of industry experience.
Location
5400 LJ Freeway, Suite 1250, Dallas, TX, 75240
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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.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLC
February 2026 - Present · 7 mos
Kestra Investment Services, LLCBroker
February 2026 - Present · 7 mos
Kestra Advisory Services, LLC
February 2026 - Present · 7 mos
Previous Registrations
Forthright Capital Advisory
October 2024 - March 2025 · 5 mos
Kestra Advisory Services, LLC
April 2016 - October 2017 · 1 yr 6 mos
NFP Advisor Services, LLC
November 2015 - September 2016 · 10 mos
Kestra Investment Services, LLCBroker
September 2015 - October 2017 · 2 yrs 1 mo
NFP Securities, INC.Broker
March 2009 - August 2013 · 4 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
January 2005 - April 2009 · 4 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.