Jeffrey Lewis is a registered investment advisor, based in Destin, FL, with 5 years of industry experience.
Location
Destin, FL
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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
Jeffrey is a hockey official since 1993, dedicating a few hours per week. He is also a registered representative with Kestra Advisory Services and a partner at EAG Private Wealth Management, both full-time positions providing financial services. Finally, Jeffrey manages real estate through Sail Landing LLC, spending a few hours per week.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
State Registrations9 states
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