![Jeffery Lewis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 |
|---|---|---|
Epic Trust Investment Advisors LLC
 Epic Trust Investment Advisors LLC Investment ManagersFinance ETIA purchases securities with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. When deciding on the asset allocation for a client, the firm takes into account the client’s risk tolerance, goals, investment objectives and other data gathered during client meetings. | Amministratore Delegato | 14/06/2014 |
Epic Trust Financial Group LLC
 Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Provides tax, life insurance, accounting, financial and retirement planning services | Amministratore Delegato | - |
Formazione di Jeffery Lewis
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
90
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC Investment ManagersFinance ETIA purchases securities with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. When deciding on the asset allocation for a client, the firm takes into account the client’s risk tolerance, goals, investment objectives and other data gathered during client meetings. | Finance |
Epic Trust Financial Group LLC
Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Provides tax, life insurance, accounting, financial and retirement planning services | Consumer Services |
