James Bruce Lewis

Current Employers

Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

Authority	Category	Status	Date
HI	RA	APPROVED	2025-11-26

HI RA
APPROVED

Since 2025-11-26

Branch Locations

1388 Ala Moana Blvd. #1704, Honolulu, HI 96814 • United States

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Law Offices Of James B. Lewis	Minneapolis	MN	09/1999	Present
Legacy Wealth Management, Llc	Boise	ID	01/2019	Present

09/1999 → Present

Law Offices Of James B. Lewis

Minneapolis, MN
01/2019 → Present

Legacy Wealth Management, Llc

Boise, ID

Other Businesses

Personal LAW PRACTICE

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-12-18
S63	Uniform Securities Agent State Law Examination	2004-01-29

S65 Uniform Investment Adviser Law Examination

2018-12-18
S63 Uniform Securities Agent State Law Examination

2004-01-29

Other Names

James Bruce Lewis

View on SEC IAPD

Current Employers

Legacy Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews