Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin D Lewis is a registered representative with J.P. Morgan Securities LLC, and has been in the industry since March 19, 1998. Kevin Lewis is registered with the following securities authorities: Connecticut, New York and Texas. Kevin D Lewis is a licensed investment advisor in Connecticut, New York and Texas. Kevin Lewis is registered with FINRA under the firm name J.P. Morgan Securities LLC and is a member of FINRA.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/20/2013 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
10/15/2002 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
CA
05/01/2002 - 11/04/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
08/09/2001 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NY
01/25/2001 - 07/24/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
02/13/1998 - 01/04/2001
WHALE SECURITIES CO., L.P. (NEW YORK NY)
IA
Issued 02/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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