Jeremy Frank Lewis
Investment adviser representative at Fortitude Financial LLC
19 yearsExperience
2 statesRegistered in
$281.5MFirm assets
5 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Fortitude Financial LLCFeb 2021 to now
- LPL Financial, LLCOct 2015 to now
- Holden Ray, LLCDec 2014 to now
- Financial Advocates Investment ManagementOct 2015 to Jul 2021
- Hoyt, Lewis and AssociatesAug 2007 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Fortitude Financial LLC
$281.5MAssets managed
411Clients
4Advisers
5 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
- 4465352
- Firm CRD
- 313235