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Jeffrey Benjamin Axt

The Lewis Financial Group

Ashburn, VA

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Current Employers
The Lewis Financial Group

20755 Williamsport Place Suite 140, Ashburn, VA 20147 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2021-11-05
  • VA RA
    APPROVED
    Since 2021-11-05

Branch Locations

20755 Williamsport Place Suite 140, Ashburn, VA 20147 • 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
Wells Fargo Advisors, Llc Mclean VA 08/2013 11/2016
Wells Fargo Clearing Services, Llc Mclean VA 11/2016 12/2019
Wells Fargo Advisors Financial Network, Llc Ashburn VA 07/2020 11/2021
Not Employed Ashburn VA 12/2019 07/2020
The Lewis Financial Group Ashburn VA 11/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-06-04
S63 Uniform Securities Agent State Law Examination 1984-10-08
  • 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

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · ASHBURN, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
MAI CAPITAL MANAGEMENT, LLC · Ashburn, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA

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