Daniel Z 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2021 → Present
  Edward Jones
  St Louis, MO
• 02/2021 → 10/2021
  Weframe
  Orlando, FL
• 09/2011 → 12/2020
  Walt Disney Company
  Orlando, FL

Other Businesses

"Weframe USA LLC Type: Date: 02/15/21 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Minneapolis MN" ***** "Weframe USA LLC Type: Date: 02/15/21 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: No Responsibilities City-State: Minneapolis MN"

Exams

• S66 Uniform Combined State Law Examination
  2021-12-11

Designations

• Chartered Financial Consultant

Other Names

• Daniel Zachery Lewis