Jerald Bradley Lewis
Investment adviser representative at Hrc Wealth Management, LLC
14 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$487.4MFirm assets
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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.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Hrc Wealth Management, LLCSep 2012 to now
- Hayden Ross, PllcJul 2012 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (ID).
Hrc Wealth Management, LLC
$487.4MAssets managed
878Clients
7Advisers
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
- 4483202
- Firm CRD
- 117212