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Jeffrey Curtis Lewis

Edward Jones

Cuyahoga Falls, OH

CRD 5640310

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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 2025-09-30
OH RA APPROVED 2025-06-03
  • TX RA
    APPROVED
    Since 2025-09-30
  • OH RA
    APPROVED
    Since 2025-06-03

Branch Locations

600 Portage Trl Ste A, Cuyahoga Falls, OH 44221-3055 • 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
Edward Jones St Louis MO 02/2009 05/2019
Bank Of America/Merrill Lynch Uniontown OH 05/2019 05/2025
Edward Jones St. Louis MO 05/2025 Present
  • 02/2009 → 05/2019
    Edward Jones
    St Louis, MO
  • 05/2019 → 05/2025
    Bank Of America/Merrill Lynch
    Uniontown, OH
  • 05/2025 → Present
    Edward Jones
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-10
  • S66 Uniform Combined State Law Examination
    2009-04-10
Other Names
  • Jeffrey Lewis
  • Jeffrey Curtis Lewis

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
THE HUNTINGTON INVESTMENT COMPANY

Nearby Investors

JENNIFER ELAINE YEATER
HANNAH SUE KING
ERIC KEITH KING

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · Cuyahoga Falls, OH
CETERA INVESTMENT ADVISERS LLC · CUYAHOGA FALLS, OH
THE HUNTINGTON INVESTMENT COMPANY · CUYAHOGA FALLS, OH

More in Cuyahoga Falls, OH

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