Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jacob? Claim Your ProfileJacob Wayne Lewis is a financial advisor who has been in the industry since August 9, 2010. Jacob is currently registered with Truist Advisory Services, Inc. in Brooksville, Florida. Jacob previously worked with Charles Schwab & Co., Inc. and USAA Financial Advisors, Inc. Jacob is a Certified Financial Planner. Jacob holds the Series 66, SIE, and Series 7 licenses. Jacob's current firm, Truist Advisory Services, Inc., provides advisory services to individuals, corporations, and other businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
09/23/2021 - Present
Truist Advisory Services, Inc. (TAMPA FL)
FL
05/23/2020 - 09/14/2021
CHARLES SCHWAB & CO., INC. (Temple Terrace FL)
FL
08/05/2010 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
BOTH
Issued 8/24/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/4/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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