Jay C Lewis
Investment adviser representative at Integrity Alliance, LLC
10 yearsExperience
1 stateRegistered in
$5.4BFirm assets
17 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Integrity Alliance, LLC.Aug 2026 to now
- Kestra Advisory Services, LLCFeb 2026 to Aug 2026
- Kestra Investment Services, LLCFeb 2026 to Aug 2026
- Smith Frank & Partners. LLCMar 2025 to Feb 2026
- Forthright Capital AdvisorySep 2024 to Mar 2025
- Forthright Capital PartnersSep 2024 to Mar 2025
- Smith Frank & Partners. LLCJan 2017 to Sep 2024
- Kestra Financial Services, Inc.Apr 2016 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Integrity Alliance, LLC
$5.4BAssets managed
10,885Clients
335Advisers
17 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
- 4868370
- Firm CRD
- 139627