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Joshua Loree Lewis

Bleakley Financial Group, LLC

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About Joshua Loree Lewis

Joshua Lewis is a financial advisor with Bleakley Financial Group, LLC. Joshua has been in the industry since December 18, 2013. Joshua has a Series 7 and Series 66 license, in addition to the SIE. Joshua has experience providing investment advisory services through Bleakley Financial Group, LLC, an independent investment advisor firm. Joshua also provides non-variable insurance services. Joshua is registered in Colorado, Connecticut, Florida, Georgia, New Jersey, New York, Pennsylvania and Texas.

Firm Information

Joshua Lewis is currently registered with Bleakley Financial Group, LLC. Bleakley Financial Group, LLC is an independent financial advisory firm with over $9 billion in assets under management. The firm offers a range of services, including financial planning, portfolio management, pension consulting, and educational seminars. Bleakley serves individuals, families, businesses, and institutions. The firm is headquartered in Fairfield, NJ, and has over 80 licensed agents and advisors.
Bleakley Financial Group, LLC

100 PASSAIC AVENUE

FAIRFIELD, NJ 07004

$9.18B

Assets Under Management

15

Total Clients

71

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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non-investment consulting/implementation services

Non-investment consulting/implementation services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Lewis’s Registration & Firm History

NJ

07/05/2022 - Present

Bleakley Financial Group, LLC (FAIRFIELD NJ)

NJ

12/19/2013 - 02/28/2015

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MORRISTOWN NJ)

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Licenses & Designations

BOTH

Issued 03/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/19/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joshua Loree Lewis.
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