Jeffery Lewis
Amministratore Delegato presso Epic Trust Investment Advisors LLC
Profilo
Jeffery Paul Lewis is the founder of Epic Trust Investment Advisors LLC, which he founded in 2014 and where he holds the title of Managing Member.
He is currently the Chief Executive Officer at Epic Trust Financial Group LLC.
Mr. Lewis received his undergraduate degree from Brigham Young University in 2010.
Posizioni attive di Jeffery Lewis
Società | Posizione | Inizio |
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Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC Investment ManagersFinance Epic Trust Investment Advisors LLC (ETIA) is a registered investment advisor headquartered in Richland, Washington. The firm was founded by Jeffrey P. Lewis in 2014 and is a subsidiary of Epic Trust Financial Group LLC. ETIA offers financial planning services to individuals and high-net-worth individuals. The services cover a variety of account types such as, trusts, estates and IRAs. | Amministratore Delegato | 14/06/2014 |
Epic Trust Financial Group LLC
Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Epic Trust Financial Group LLC is an investment and financial advisory firm. The private company is based in Richland, WA and has subsidiaries in the United States. The CEO of the company is Jeffery Paul Lewis. | Amministratore Delegato | - |
Formazione di Jeffery Lewis
Brigham Young University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
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Società quotate in Borsa
Aziende private
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Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
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Società collegate
Aziende private | 2 |
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Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC Investment ManagersFinance Epic Trust Investment Advisors LLC (ETIA) is a registered investment advisor headquartered in Richland, Washington. The firm was founded by Jeffrey P. Lewis in 2014 and is a subsidiary of Epic Trust Financial Group LLC. ETIA offers financial planning services to individuals and high-net-worth individuals. The services cover a variety of account types such as, trusts, estates and IRAs. | Finance |
Epic Trust Financial Group LLC
Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Epic Trust Financial Group LLC is an investment and financial advisory firm. The private company is based in Richland, WA and has subsidiaries in the United States. The CEO of the company is Jeffery Paul Lewis. | Consumer Services |
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