Unclaimed Profile

Jeffery Paul Lewis

EPIC TRUST INVESTMENT ADVISORS LLC·RICHLAND, Washington

SIE, Series 7, Series 66Clean record15 years registeredEPIC 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 · 15 years registered

Brand Profile

Not yet started

Career History

CETERA INVESTMENT ADVISERS LLC

Sep 2025 – present

AVANTAX ADVISORY SERVICES

Jul 2025 – Sep 2025

Richland, WA

EPIC PRIVATE WEALTH

Oct 2015 – Mar 2026

RICHLAND, WA

RETIREMENT WEALTH ADVISORS, INC.

Jun 2015 – Oct 2015

KENNEWICK, WA

FINANCIAL ADVOCATES INVESTMENT MANAGEMENT

Jun 2014 – Jun 2015

OLYMPIA, WA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Apr 2011 – Jun 2014

KENNEWICK, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 5, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EPIC TRUST INVESTMENT ADVISORS LLC

CRD 281027 · SEC 801-120618

AUM

$242M

Regulatory assets under management

Employees

1,656 client accounts

Services offered by EPIC TRUST INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EPIC TRUST INVESTMENT ADVISORS LLC →

Introduction

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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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