Jeffrey Lew
Investment adviser representative at First American Asset Advisory, LLC
26 yearsExperience
2 statesRegistered in
$191.8MFirm assets
4 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
26 years in the industry.
- First American Asset Advisory, LLCNov 2018 to now
- EnergexJan 2000 to Nov 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
First American Asset Advisory, LLC
Legal name: First American Asset Advisory, LLC.
$191.8MAssets managed
266Clients
5Advisers
4 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
- 2246086
- Firm CRD
- 282254