Jeffery Lewis
Jeffery Lewis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Richland, WA, with 14 years of industry experience. Jeffery operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1305 Fowler St, Ste 2C, Richland, WA, 99352
Get directionsHistory
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
Jeffery is the President/Owner of Northwest Insurance Alliance since 2014, selling life insurance, annuities, and long-term care insurance, dedicating a few hours per week. He also owns Epic Financial Publishing, LLC, a financial education publishing company, since 2020, dedicating minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Epic Private Wealth
Retirement Wealth Advisors, INC.
Financial Advocates Investment Management
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
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.