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Jason Robert Lewis

Fidelity Brokerage Services LLC

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About Jason Robert Lewis

Firm Information

Jason Lewis is currently registered with Fidelity Brokerage Services LLC. FIDELITY BROKERAGE SERVICES LLC is a Limited Liability Company formed in June 2000. It is registered to conduct business in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been the subject of 22 regulatory events and 120 arbitration disclosures.
Fidelity Brokerage Services LLC

ONE DESTINY WAY

WESTLAKE, TX 76262

Not reported

Assets Under Management

Not reported

Total Clients

6,116

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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Jason Lewis’s Registration & Firm History

TX

11/05/2011 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

01/01/2008 - 11/19/2009

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

TX

06/24/1994 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)

RI

09/02/1993 - 06/22/1994

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

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Licenses & Designations

BC

Issued 9/3/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/4/2016

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/26/2015

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 9/14/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 1/25/1994

Series 7 - General Securities Representative Examination

BC

Issued 9/1/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There is public disclosure for Jason Robert Lewis. Review regulatory record here.
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