JL
CFP
JL
CFP
Jared Lewis is a CFP-designated registered investment advisor, based in Richmond, VA, with 16 years of industry experience.
Location
800 E Canal St, St 950, Richmond, VA, 23219
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Regulatory History (1)
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Criminal
October 2005Final Disposition
Other Business ActivitiesSells Insurance
Jared is an owner of Irongate Capital Advisors, LLC, offering securities, advisory, and insurance services, dedicating about 10-20% of his time. He also works as an insurance agent selling fixed insurance products with various companies, spending a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
September 2009 - August 2023 · 13 yrs 11 mos
Securian Financial Services, INC.Broker
August 2009 - August 2023 · 14 yrs
State Registrations18 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.