Andrew Dustin Lewis

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 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

• 04/2009 → 12/2021
  Wells Fargo Bank Na
  Mckinney, TX
• 10/2013 → 11/2016
  Wells Fargo Advisors Llc
  Mckinney, TX
• 11/2016 → 12/2021
  Wells Fargo Clearing Services, Llc
  Mckinney, TX
• 01/2022 → Present
  J.P. Morgan Securities
  Fort Worth, TX
• 01/2022 → Present
  Jpmorgan Chase Bank, N.A.
  Fort Worth, TX

Previous Registrations

• 2013-12-18 → 2022-01-26
  Wells Fargo Clearing Services, Llc
  Mckinney, TX
  Addison, TX
  Fort Worth, TX
  Minneapolis, MN
  Fort Worth, TX
  Tarpon Springs, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-18
• S63 Uniform Securities Agent State Law Examination
  2013-11-27

Other Names

• Dustin Lewis
• Dusty Lewis