Jacob Colter Lewis

Employer firm

Endeavor Advisors, LLC CRD 324925

$560M regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → 07/2022
  Northern Trust
  Houston, TX
• 08/2022 → 12/2022
  Mai Capital Management
  Houston, TX
• 01/2023 → Present
  Endeavor Advisors, Llc
  Spring, TX

Previous Registrations

• 2004-04-02 → 2006-06-19
  Uhy Capital Advisors, Llc
  Houston, TX
• 2002-06-03 → 2005-12-21
  Cetera Investment Advisers Llc
  Houston, TX
• 2002-08-29 → 2003-12-31
  Wealth Advisors, Inc.
  Houston, TX

Other Businesses

Manager of Cutbow LLC holding our Colorado vacation home that is also used as a rental; not investment-related; 1 hr/month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-05-03
• S63 Uniform Securities Agent State Law Examination
  1997-06-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Colter Lewis
• J. Colter Lewis
• J. Lewis