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Registered advisor
J•••• L••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as Jason Daniel Lewis
At current firm
1 y
since Jan 13, 2025
In the industry
20 y
since Jan 9, 2006 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Jan 13, 2025 · Denver, Co
- R•••••• J•••• • A••••••••• I••• national BDAug 21, 2017 to Jan 14, 2025 · Denver, Co
- R••••••• F••••• O•••••• unclassifiedJul 25, 2013 to May 27, 2015 · Denver, Co
- L•••• F•••••••• S•••••••• L•• unclassifiedOct 24, 2008 to Dec 22, 2010 · Westminster, Co
- L•• F•••••••• L•• BD affiliatedJan 16, 2007 to Dec 31, 2010 · Gunnison, Co
- A••••••••• F•••••••• S•••••••• L•• national BDJan 9, 2006 to Jan 18, 2007 · Lake Oswego, Or
Moves
a registration end followed by a registration begin elsewhere
- R•••••• J•••• • A••••••••• I••• to L•• F•••••••• L••left Jan 14, 2025, registered Jan 13, 2025 (-1 days) · Affiliated broker-dealer or bank to another
- R••••••• F••••• O•••••• to R•••••• J•••• • A••••••••• I•••left May 27, 2015, registered Aug 21, 2017 (817 days) · Other
- L•• F•••••••• L•• to L•••• F•••••••• S•••••••• L••left Dec 31, 2010, registered Oct 24, 2008 (-798 days) · Other
- L•••• F•••••••• S•••••••• L•• to R••••••• F••••• O••••••left Dec 22, 2010, registered Jul 25, 2013 (946 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to L•• F•••••••• L••left Jan 18, 2007, registered Jan 16, 2007 (-2 days) · Other
Signals
- J•••• L•••• left R•••••• J•••• • A••••••••• I••• for L•• F•••••••• L•• (registered 2025-01-13)Jan 14, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address