Jeffrey Alan Lewis
Investment adviser representative at Truist Advisory Services, Inc.
14 yearsExperience
2 statesRegistered in
$77.4BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Truist Advisory Services, Inc.Feb 2021 to now
- Truist Investment Services, Inc.Feb 2021 to now
- Bb&t SecuritiesSep 2017 to now
- Stephens IncMay 2012 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1620666
- Firm CRD
- 283390