Jason
Lewis

Raymond James & Associates, Inc

CRD#4476551
Investment Advisor
in Denver, CO
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About this Advisor

Jason Lewis is a certified financial planner who is based out of Denver, Colorado. Currently an investment advisor with Raymond James & Associates, Inc, Lewis has 11 years of experience in the financial advisory industry. Lewis maintains a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Lewis is able to work with customers in Colorado. Throughout their career, Lewis has worked at Linsco/Private Ledger Corp, Lewis & Associates Financial Services, LLC, Not Working, Wanger Omni Wealth, Headwaters, Reliance Family Offices LLC, Raymond James & Associates Inc and Liv Sotheby'S International Realty. Raymond James & Associates, Inc is headquartered in Denver, Colorado, and has 422 additional locations in the nation. As a registered investment advisory firm, Raymond James & Associates, Inc oversees $143 billion in assets throughout 472,443 accounts and employs more than 13,277 people. The firm's total assets under management places it among the biggest investment advisory firms in the nation. The firm manages 394,071 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 6% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in assets. Raymond James & Associates, Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

4643 South Ulster Street Suite 1350
Denver, CO 80237

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

CO Average: $1,855,561,029
Total Number of Employees

14,205

CO Average: 62
Total Number of Accounts

591,180

CO Average: 2,474
Average Account Size

$297,807

CO Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Jason Lewis Work History

Jason has 11 years of experience.

2017 - Present (2 years)

Raymond James & Associates Inc

2015 - Present (4 years)

Liv Sotheby'S International Realty

2013 - 2015 (2 years)

Reliance Family Offices LLC

2012 - 2012 (< 1 year)

Not Working

2012 - 2012 (< 1 year)

Headwaters

2011 - 2011 (< 1 year)

Not Working

2011 - 2012 (1 year)

Wanger Omni Wealth

2008 - 2010 (2 years)

Lewis & Associates Financial Services, LLC

2007 - 2010 (3 years)

Linsco/Private Ledger Corp

Disclosures

Jason Lewis has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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