Jeffrey Benjamin Axt

Employer firm

The Lewis Financial Group CRD 315692

$482M regulatory AUM 27 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

• 08/2013 → 11/2016
  Wells Fargo Advisors, Llc
  Mclean, VA
• 11/2016 → 12/2019
  Wells Fargo Clearing Services, Llc
  Mclean, VA
• 07/2020 → 11/2021
  Wells Fargo Advisors Financial Network, Llc
  Ashburn, VA
• 12/2019 → 07/2020
  Not Employed
  Ashburn, VA
• 11/2021 → Present
  The Lewis Financial Group
  Ashburn, VA

Previous Registrations

• 2020-07-09 → 2021-11-08
  Wells Fargo Advisors Financial Network, Llc
  Ashburn, VA
• 2013-08-19 → 2020-01-07
  Wells Fargo Clearing Services, Llc
  Mclean, VA
  Mclean, VA
  Greenville, SC
  Greenville, SC
  Charlotte, NC
• 2012-06-01 → 2013-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 2007-11-19 → 2012-05-08
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Mclean, VA
  Columbia, MD
• 2002-06-26 → 2007-11-14
  Truist Investment Services, Inc.
  Sterling, VA
  Sterling, VA
  Laurel, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-04
• S63 Uniform Securities Agent State Law Examination
  1984-10-08

Other Names

• Jeffrey Benjamin Axt
• Jeffrey Axt