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Jacob Colter Lewis

Endeavor Advisors, LLC

The Woodlands, TX

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Current Employers
Endeavor Advisors, Llc

2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-09
  • TX RA
    APPROVED
    Since 2023-02-09

Branch Locations

2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Trust Houston TX 12/2005 07/2022
Mai Capital Management Houston TX 08/2022 12/2022
Endeavor Advisors, Llc Spring TX 01/2023 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-05-03
S63 Uniform Securities Agent State Law Examination 1997-06-09
  • S65 Uniform Investment Adviser Law Examination
    2002-05-03
  • S63 Uniform Securities Agent State Law Examination
    1997-06-09
Designations
Other Names
  • Colter Lewis
  • J. Colter Lewis
  • J. Lewis

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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