Juan Jose Lewis
Investment adviser representative at Ip Financial Advisory Services LLC
22 yearsExperience
1 stateRegistered in
$481.4MFirm assets
6 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Ip Financial Advisory Services LLCAug 2025 to now
- Innovation Partners LLCAug 2025 to now
- Jjl FinancialJul 2021 to now
- MML Investors ServicesSep 2023 to Feb 2024
- Massmutual Life Insurance Co.Aug 2023 to Feb 2024
- Cambridge Investment Research Advisors, Inc.Jan 2023 to Aug 2023
- Cambridge Investment Research, Inc.Aug 2022 to Aug 2023
- Equitable Advisors, LLCSep 2021 to Jul 2022
- UnemployedApr 2021 to Sep 2021
- Allstate Insurance CompanyJan 2020 to Mar 2021
- Allstate Financial Services LLCOct 2018 to Jun 2021
- UnemployedAug 2018 to Jan 2020
- Lifemark Securities Corp.Feb 2015 to Aug 2018
- Independent Insurance AgentJun 2004 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Ip Financial Advisory Services LLC
$481.4MAssets managed
2,001Clients
133Advisers
6 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
- 4989816
- Firm CRD
- 305772