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Deandre Lewis

Edward Jones

Tampa, FL

CRD 6507012

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-07-08
FL RA APPROVED 2024-05-23
  • TX RA
    APPROVED_RES
    Since 2024-07-08
  • FL RA
    APPROVED
    Since 2024-05-23

Branch Locations

100 N Tampa St Suite 3810, Tampa, FL 33602 • 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
OrganizationCityStateFromTo
Lpl Financial, Llc Charlotte NC 03/2016 11/2017
Invesco Houston TX 11/2017 01/2020
Alliance Bernstein Nashville TN 01/2020 06/2021
Raymond James & Associates, Inc. Saint Petersburg FL 06/2021 12/2022
Invesco Atlanta GA 12/2022 04/2024
Edward Jones St Louis MO 04/2024 Present
Previous Registrations
Other Businesses

N/A; INVESTMENT RELATED; 1010 W PEACHTREE ST NW APT 824, ATLANTA, 30309, USA; RESIDENTIAL REAL ESTATE - LANDLORD; OWNER; START: 02/2020; 02HR/MO AND 02 HRS DURING TRADING HOURS; MANAGER RESIDENTIAL PROPERTIES. **** Lewis Capital Partners, LLC Type of business: Rental Properties Houston, TX Start date: 1/1/2020 Owner Hours per week: 5 Hours during trading: 0 Maintain properties.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-24
S63 Uniform Securities Agent State Law Examination 2015-07-16
  • S65 Uniform Investment Adviser Law Examination
    2017-03-24
  • S63 Uniform Securities Agent State Law Examination
    2015-07-16
Other Names
  • Deandre Lewis
  • Deandre Anthony Lewis

View on SEC IAPD

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