Jeffery Paul Lewis
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm 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 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
12 years in the industry.
- Cetera Wealth Services, LLCSep 2026 to now
- Balanced Accounting & Bookkeeping, LLC dba-epic Private WealthApr 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Associates of Clifton ParkJul 2025 to now
- Integrated Wealth Services, LLC-dba Epic Prvt Wlth (tax/acc-az)Mar 2023 to now
- Epic Professional Management LLCSep 2014 to now
- Epic Professional Mngt LLC dba Northwest Insurance AllianceSep 2014 to now
- Epic Enterprise Managment, LLC dba Epic Private WealthJun 2014 to now
- Avantax Advisory ServicesJul 2025 to Sep 2025
- Avantax Insurance Agency, LLCJul 2025 to Sep 2025
- Epic Trust Az LLC dba Epic Private WealthMar 2022 to Jul 2026
- Nomo Business LLCJan 2020 to May 2026
- Epic Trust Investment Advisors, LLC dba Epic Private WealthJun 2014 to Feb 2026
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 5892152
- Firm CRD
- 105644