Unclaimed Profile

Jeffery Paul Lewis

EPIC TRUST INVESTMENT ADVISORS LLC·RICHLAND, Washington

Clean recordEPIC TRUST INVESTMENT ADVISORS LLC

1305 FOWLER STREET, RICHLAND, WA 99352CRD# 5892152Firm CRD# 281027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Paul Lewis · RICHLAND, WA

Registration

CRD #5892152 · EPIC TRUST INVESTMENT ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffery Paul Lewis is a registered financial advisor based in RICHLAND, Washington, affiliated with EPIC TRUST INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

EPIC TRUST INVESTMENT ADVISORS LLC

AUM

$242M

Regulatory assets under management

Employees

Total firm employees

View all advisors at EPIC TRUST INVESTMENT ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH

Regulatory

SEC/IARD CRD# 5892152

Firm CRD# 281027

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffery Paul Lewis offer?

Jeffery Paul Lewis specializes in Financial Planning, Investment Management. Contact their office in RICHLAND, Washington for a consultation.

What are Jeffery Paul Lewis's credentials?

Jeffery Paul Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Paul Lewis located?

Jeffery Paul Lewis is based in RICHLAND, Washington, working with EPIC TRUST INVESTMENT ADVISORS LLC. Their office serves clients in the RICHLAND metropolitan area and surrounding communities.

How does Jeffery Paul Lewis charge for services?

Jeffery Paul Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: platform fee and monthly technology feeh. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EPIC TRUST INVESTMENT ADVISORS LLC?

EPIC TRUST INVESTMENT ADVISORS LLC has approximately 6 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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