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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Benjamin Axt is a financial advisor with The Lewis Financial Group. Jeffrey has been a financial advisor since 1984 and has experience working with Wells Fargo Advisors. Jeffrey is registered with the state of Virginia. The Lewis Financial Group is a financial advisory firm based in Ashburn, Virginia. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
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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VA
11/05/2021 - Present
THE Lewis Financial Group (ASHBURN VA)
VA
07/09/2020 - 11/08/2021
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ASHBURN VA)
VA
08/19/2013 - 01/07/2020
WELLS FARGO CLEARING SERVICES, LLC (MCLEAN VA)
VA
05/09/2012 - 08/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VIENNA VA)
VA
11/19/2007 - 05/08/2012
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
VA
12/20/2001 - 11/14/2007
SUNTRUST INVESTMENT SERVICES, INC. (VIENNA VA)
NY
04/23/1985 - 12/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
NA
10/10/1984 - 12/14/1984
FIRST INVESTORS CORPORATION
IA
Issued 06/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/10/2022
Series 24 - General Securities Principal Examination
BC
Issued 08/10/2022
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2018
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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