Deandre Lewis is a registered investment advisor at Edward Jones, based in Tampa, FL, with 10 years of industry experience. Deandre is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
100 N Tampa St Suite 3810, Tampa, FL, 33602
Get directionsHistory
Regulatory History (1)
Criminal
December 2023Other Business Activities
Deandre owns and manages residential rental properties in Atlanta and Houston since 2020. He spends minimal time on these activities.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
Previous Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Alliancebernstein L.P.
Alliancebernstein Investments, INC.Broker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Vanguard Marketing CorporationBroker
State Registrations13 states
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
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