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James Bruce Lewis

Legacy Wealth Management, LLC

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About James Bruce Lewis

James Bruce Lewis is an Investment Advisor Representative with Legacy Wealth Management, LLC. James has a total of 23 years of experience in the industry. James is also a lawyer and a certified financial planner. James has passed the Series 7, Series 24, and Series 63 exams. James's firm is based in Boise, ID and is registered with the SEC. James's firm manages over $373 million in assets.

Firm Information

James Lewis is currently registered with Legacy Wealth Management, LLC. Legacy Wealth Management, LLC is an investment advisor registered with the SEC. Located in Boise, Idaho, the firm has 11 licensed agents, 23 investment advisor representatives, and 16 investment advisory functions. They manage over $373 million in assets for 3,537 clients, primarily high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. They offer a range of advisory services including financial planning, portfolio management for individuals, and selection of other advisors.
Legacy Wealth Management, LLC

13965 W. CHINDEN BLVD.

BOISE, ID 83713

$373.21M

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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advisory consulting

Advisory consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Lewis’s Registration & Firm History

HI

01/16/2019 - Present

Legacy Wealth Management, LLC (Honolulu HI)

UT

04/06/2004 - 12/17/2004

OMNI BROKERAGE, INC. (SOUTH JORDAN UT)

IA

02/03/2004 - 04/16/2004

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)

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Licenses & Designations

IA

Issued 12/18/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/15/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/20/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for James Bruce Lewis. Review regulatory record here.
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