Richard D Lewis

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

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-04-11
MI	RA	APPROVED	2021-02-03

TX RA
APPROVED_RES

Since 2025-04-11
MI RA
APPROVED

Since 2021-02-03

Branch Locations

1429 Flushing Rd Suite B, Flushing, MI 48433 • 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

Organization	City	State	From	To
Edward Jones	St Louis	MO	11/2020	Present
Unemployed	Grand Blanc	MI	04/2020	11/2020
Airgas Usa, Llc	Radnor	PA	06/2008	03/2020

11/2020 → Present

Edward Jones

St Louis, MO
04/2020 → 11/2020

Unemployed

Grand Blanc, MI
06/2008 → 03/2020

Airgas Usa, Llc

Radnor, PA

Other Businesses

Rental Property Type: Rental Date: 12/01/23 Title: Property Owner Trad Hrs: 0 Tot Hrs: 0 Desc: Rental property owned in Florida/Inheritance from Mother City-State: Clermont FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-02

S66 Uniform Combined State Law Examination

2021-02-02

Other Names

Richard Dean Lewis

View on SEC IAPD