Jeffery Paul Lewis

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 06/2014 → 01/2026
  Epic Trust Investment Advisors, Llc Dba Epic Private Wealth
  Richland, WA
• 06/2014 → Present
  Epic Private Wealth
  Richland, WA
• 07/2025 → 09/2025
  Avantax Advisory Services
  Richland, WA
• 07/2025 → 09/2025
  Avantax Insurance Agency, Llc
  Richland, WA
• 09/2014 → 07/2025
  Epic Professional Management Llc Dba Northwest Insurance Allianc
  Richland, WA
• 01/2020 → 05/2026
  Nomo Business Llc
  Richland, WA
• 03/2022 → 07/2026
  Epic Trust Az Llc Dba Epic Private Wealth
  Peoria, AZ
• 07/2025 → Present
  Associates Of Clifton Park
  Richland, WA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2026 → Present
  Balanced Accounting & Bookkeeping Llc
  Peoria, AZ
• 03/2023 → Present
  Integrated Wealth Services, Llc-Dba Epic Prvt Wlth (Tax/Acc-Az)
  Schaumburg, IL
• 04/2026 → Present
  Balanced Accounting & Bookkeeping, Llc Dba-Epic Private Wealth
  Schaumburg, IL
• 09/2014 → Present
  Epic Professional Management Llc
  Kennewick , WA

Previous Registrations

• 2015-10-16 → 2026-03-02
  Legacy Cornerstone Wealth Llc
  Peoria, AZ
• 2025-07-30 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Richland, WA
• 2015-06-17 → 2015-10-19
  Brookstone Wealth Advisors, Llc
  Kennewick, WA
• 2014-06-30 → 2015-06-12
  Financial Advocates Investment Management
  Olympia, WA
• 2011-04-05 → 2014-06-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kennewick, WA

Other Businesses

1 NAME OF OTHER BUSINESS: INTEGRATED WEALTH SERVICES, LLC-DBA EPIC PRIVATE WELATH (TAX/ACCOUNTING DIVISION ARIZONA; INVESTMENT RELATED: NO ; ADDRESS: 2999 N 44TH ST STE: 620 PHOENIX, AZ 85018 ; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 3/1/2023 ; POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: OPERATE & MANAGE OUR TAX/ACCOUNTING TEAM; 2 NAME OF OTHER BUSINESS: EPIC PROFESSIONAL MANAGEMENT LLC ; INVESTMENT RELATED: NO ; ADDRESS: 72609 E SUNDOWN PRSE, KENNEWICK WA 99338 ; NATURE OF BUSINESS: INSURANCE ; START DATE: 9/1/2014 POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 ; BRIEF DESCRIPTION OF DUTIES: MNG & ACCOUNTING OF EPIC BUSINESS INTEREST; 3 ASSOCIATES OF CLIFTON PARK; Insurance Sales Agent; Sales of various insurance include: Medicare Supplement policies, Medigap policies, and Long-Term Care policies that are not available through Avantax Insurance; IR; HRS 2; HRS 0; 07/28/2025; 1305 Fowler Street, Suite 2C, Richland WA 99352; Associates of Clifton Park is an IMO. I will only be selling MedSup and MediGap. I will be receiving trails for Guardian, GE and Equitrust. I will not conduct any other business under Associates of Clifton Park and understand that all other business must go through Avantax. 4 NAME OF OTHER BUSINESS: EPIC ENTERPRISE MANAGEMENT LLC DBA EPIC PRIVATE WEALTH ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/01/2025 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, INSURANCE ACCOUNT & TAX PLANNING ; 5 BALANCED ACCOUNTING & BOOKKEEPING LLC INV RELATED: N ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING; START DATE: 03/01/2026 POSITION/TITLE/RELATIONSHIP: MANAGEMENT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 ACCOUNTING AND TAX PRACTICE 6 NAME OF OTHER BUSINESS: BALANCED ACCOUNTING & BOOKKEEPING, LLC DBA-EPIC PRIVATE WEALTH ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX & ACCOUNTING SERVICES ; START DATE: 4/1/2026 ; POSITION/TITLE/RELATIONSHIP: MANAGER ; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: MGNT OVERSIGHT OF OUR TAX&ACCT PROS IN OUR RICHLAND WA OFFICE; 7 NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/1/2024 ; APX NUMBER OF HOURS PER WEEK: 3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 8 NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/1/2024 ; APX NUMBER OF HOURS PER WEEK: 3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

• S66 Uniform Combined State Law Examination
  2011-04-01

Designations

• Certified Financial Planner

Other Names

• Jeff Lewis
• Jeffery Paul Lewis
• Jeffery Lewis