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Jamie Darryl Lewis

Edward Jones

Portage, IN

CRD 3226370

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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_RES 2019-01-04
IN RA APPROVED 2007-02-07
  • TX RA
    APPROVED_RES
    Since 2019-01-04
  • IN RA
    APPROVED
    Since 2007-02-07

Branch Locations

3190 Willowcreek Rd Suite B, Portage, IN 46368 • 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 D. Jones & Co., L.P. St. Louis MO 05/1999 Present
  • 05/1999 → Present
    Edward D. Jones & Co., L.P.
    St. Louis, MO
Other Businesses

City of Portage Board of Works Portage, IN Start date: 1/14/2020 Board member Hours per week: 0 Hours during trading: 0 One of 5 members who approve contracts and leaves for the city.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-30
S63 Uniform Securities Agent State Law Examination 1999-07-08
  • S66 Uniform Combined State Law Examination
    2007-01-30
  • S63 Uniform Securities Agent State Law Examination
    1999-07-08
Other Names
  • Jamie Lewis
  • Jamie Darryl Lewis

View on SEC IAPD

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