Jacob Wayne Lewis
Investment adviser representative at Truist Advisory Services, Inc.
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$77.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Truist Advisory Services, Inc.Sep 2021 to now
- Truist Investment Services, Inc.Sep 2021 to now
- Charles Schwab & Co., Inc.May 2020 to Jul 2021
- Charles Schwab Bank, SsbMay 2020 to Jul 2021
- USAA Investment Management CompanyJan 2018 to May 2020
- USAA Financial Advisors, IncJun 2010 to May 2020
- USAA Financial Planning ServicesJun 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 5569018
- Firm CRD
- 283390