Jacob Robert Lewis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/2016 → Present
  Raymond James & Associates, Inc.
  Santa Barbara, CA
• 06/2020 → Present
  Raymond James Financial Services, Inc
  Henderson, NV
• 06/2020 → Present
  Raymond James Financial Services Advisors, Inc
  Henderson, NV

Previous Registrations

• 2016-06-10 → 2020-06-25
  Raymond James & Associates, Inc.
  Santa Barbara, CA
  Henderson, NV
• 2012-06-05 → 2016-07-08
  Morgan Stanley
  Santa Barbara, CA
• 2008-06-10 → 2012-06-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oxnard, CA
  Santa Barbara, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-07
• S63 Uniform Securities Agent State Law Examination
  2007-05-11

Other Names

• Jacob R Lewis
• Jacob R. Lewis