Raymond James & Associates, Inc
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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
Years of Experience
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Raymond James & Associates, Inc Brokerage Details
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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
Jason Lewis Work History
Jason has 11 years of experience.
Raymond James & Associates Inc
Liv Sotheby'S International Realty
Reliance Family Offices LLC
Wanger Omni Wealth
Lewis & Associates Financial Services, LLC
Linsco/Private Ledger Corp
Jason Lewis has disclosures.
Please visit their SEC profile for more details.