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Jamie Lewin

Cantor Fitzgerald & Co.

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About Jamie Lewin

Jamie Lewin is a financial advisor with Cantor Fitzgerald & Co. Jamie has been in the industry since 2004. Jamie is registered with FINRA and the state of Texas. Jamie has passed the Series 7, Series 63, Series 79TO, and SIE exams. Prior to Cantor Fitzgerald & Co., Jamie worked at DELOITTE CORPORATE FINANCE LLC and MCCOLL PARTNERS, LLC.

Firm Information

Jamie Lewin is currently registered with Cantor Fitzgerald & Co.. Cantor Fitzgerald & Co. is a partnership formed on September 25, 1992, with a presence in 52 states and the District of Columbia, as well as federal SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

291

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.

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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Jamie Lewin’s Registration & Firm History

TX

09/07/2023 - Present

Cantor Fitzgerald & Co. (DALLAS TX)

TX

06/12/2013 - 09/25/2023

DELOITTE CORPORATE FINANCE LLC (Dallas TX)

TX

01/12/2004 - 06/12/2013

MCCOLL PARTNERS, LLC (DALLAS TX)

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Licenses & Designations

BC

Issued 11/07/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Jamie Lewin.
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