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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 Ryan Lewis is an investment advisor representative at Savant Wealth Management in Rockford, Illinois. Lewis has been in the financial services industry since 2015. Lewis is registered with the state of Illinois. Lewis holds the Series 65 license. Lewis holds the designations Certified Financial Planner and Chartered Financial Consultant. Lewis has experience in financial planning, portfolio management for individuals, and portfolio management for businesses. Lewis also has experience in pension consulting and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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IL
05/12/2018 - Present
Savant Wealth Management (ROCKFORD IL)
IA
Issued 05/11/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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