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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 Lewis is an Investment Advisor Representative at SJS Investment Services. Jeffrey has been in the industry since November of 2023. Jeffrey is registered to provide investment advisory services in Ohio. Jeffrey passed the Uniform Investment Adviser Law Examination (Series 65) in February of 2024. Jeffrey is experienced working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations, state or municipal government entities, and charitable organizations.
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.
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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OH
02/28/2024 - Present
SJS Investment Services (SYLVANIA OH)
IA
Issued 02/27/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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