James Edward Lewis

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2008 → 03/2021
  Lpl Financial Llc
  Mill Creek, WA
• 03/2021 → 03/2022
  Clearwater Analytics
  Boise, ID
• 04/2022 → 08/2023
  Raymond James & Associates, Inc.
  Meridian, ID
• 08/2023 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 08/2023 → Present
  Cambridge Investment Research Inc.
  Fairfield, IA
• 08/2023 → Present
  Cambridge Investment Research Advisors Inc.
  Fairfield, IA

Previous Registrations

• 2022-05-09 → 2023-08-29
  Raymond James & Associates, Inc.
  Meridian, ID
  St. Petersburg, FL
• 2010-07-28 → 2021-04-09
  Lpl Financial Llc
  San Diego, CA
  Meridian, ID

Exams

• S66 Uniform Combined State Law Examination
  2010-07-27
• S63 Uniform Securities Agent State Law Examination
  2003-07-31

Designations

• Chartered Financial Consultant

Other Names

• Jim Lewis
• James Edward Lewis
• James Lewis