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Jason Edward Lewis

Captrust

Greenville, SC

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Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2022-08-01
  • SC RA
    APPROVED
    Since 2022-08-01

Branch Locations

1116 South Main Street, Greenville, SC 29601 • 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
Reynolds Investment Management Greenville SC 08/2005 07/2022
Capfinancial Partners, Llc (Captrust) Raleigh NC 07/2022 Present
  • 08/2005 → 07/2022
    Reynolds Investment Management
    Greenville, SC
  • 07/2022 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2009-03-13 → 2022-10-27
    Reynolds Investment Management Inc
    Greenville, SC
Other Businesses

Treasurer of Rotary Club

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-10-10
  • S65 Uniform Investment Adviser Law Examination
    2005-10-10
Designations

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · GREENVILLE, SC
FORTIS CAPITAL ADVISORS, LLC · Greenville, SC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · GREENVILLE, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
THE HUNTINGTON INVESTMENT COMPANY · Greenville, SC
AMERIPRISE FINANCIAL SERVICES, LLC · Greenville, SC
GOEPPER BURKHARDT LLC · GREENVILLE, SC
DBA BIG MONEY RETIREMENT AND BIG RETIREMENT · GREENVILLE, SC

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