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Jeffrey A Lewis

Alliancebernstein L.P.

Los Angeles, CA

Los Angeles, CA

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Current Employers
Alliancebernstein L.P.

501 Commerce Street, Nashville, TN 37203 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
CA RA APPROVED 2024-09-13
  • TX RA
    APPROVED
    Since 2026-02-05
  • CA RA
    APPROVED
    Since 2024-09-13

Branch Locations

1999 Avenue Of The Stars Suite 2150, Los Angeles, CA 90067 • United States

Los Angeles, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcadam, Llc Chicago IL 08/2015 05/2018
Purshe Kaplan Sterling Investments Albany NY 10/2015 06/2018
Td Ameritrade, Inc. Schaumburg IL 06/2018 01/2021
Fisher Investments Chicago IL 01/2021 Present
Sanford C. Bernstein & Co., Llc Los Angeles CA 09/2024 Present
  • 08/2015 → 05/2018
    Mcadam, Llc
    Chicago, IL
  • 10/2015 → 06/2018
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 06/2018 → 01/2021
    Td Ameritrade, Inc.
    Schaumburg, IL
  • 01/2021 → Present
    Fisher Investments
    Chicago, IL
  • 09/2024 → Present
    Sanford C. Bernstein & Co., Llc
    Los Angeles, CA
Previous Registrations
  • 2022-01-07 → 2024-06-13
    Fisher Investments
    Chicago, IL
    Plano, TX
    Chicago, IL
  • 2018-07-26 → 2022-01-07
    Td Ameritrade, Inc.
    Schaumburg, IL
    Chicago, IL
  • 2018-07-26 → 2022-01-07
    Td Ameritrade Investment Management, Llc
    Schaumburg, IL
    Chicago, IL
    Chicago, IL
  • 2017-06-01 → 2018-06-19
    Mcadam Llc
    Chicago, IL
    Radnor, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-10-25
S66 Uniform Combined State Law Examination 2017-03-31
  • S63 Uniform Securities Agent State Law Examination
    2024-10-25
  • S66 Uniform Combined State Law Examination
    2017-03-31
Designations
Other Names
  • Jeffrey Allen Lewis
  • Jeffrey Allen Lewis
  • Jeffrey A Lewis

View on SEC IAPD

Other Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TLG ADVISORS, INC.
NORTHERN TRUST SECURITIES, INC.
NUVEEN ASSET MANAGEMENT, LLC
WEALTHSPIRE RETIREMENT ADVISORY

Other Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER
Sarah Mushtaq Chhotani
Julie Ann Yoon
Olivia R DiNapoli
Natalie Jeanne-Marie Glover
JAMES EDGAR BERLINER

Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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