DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Lewis

LPL Financial LLCBD affiliatedSan Diego, Cadual registrantIAPD 5110759

Feed of 09/14/2026

Also filed as Jason Aaron Lewis

At current firm

1 y

since Jul 17, 2025

In the industry

20 y

since Jun 28, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

LPL Financial LLC BD affiliated current
since Jul 17, 2025 · San Diego, Ca
Cuso Financial Services, L.P. former
Jul 14, 2025 to Dec 10, 2025 · San Diego, Ca
LPL Financial LLC BD affiliated
May 28, 2025 to Jul 14, 2025 · San Diego, Ca
Cuso Financial Services, L.P. former
Jan 24, 2020 to Jul 14, 2025 · San Diego, Ca
Morgan Stanley wirehouse
Jun 1, 2009 to Nov 19, 2018 · South Jordan, Ut
Morgan Stanley & Co. LLC unclassified
Apr 2, 2007 to Jun 1, 2009 · South Jordan, Ut
Morgan Stanley Dw Inc. unclassified
Dec 4, 2006 to Apr 2, 2007 · West Valley City, Ut
Ameriprise Financial Services, LLC national BD
Jul 31, 2006 to Oct 25, 2006 · Midvale, Ut

Moves

a registration end followed by a registration begin elsewhere

Cuso Financial Services, L.P. to LPL Financial LLC
left Dec 10, 2025, registered Jul 17, 2025 (-146 days) · Affiliated broker-dealer or bank to another · moved with a team
Cuso Financial Services, L.P. to LPL Financial LLC
left Jul 14, 2025, registered May 28, 2025 (-47 days) · Affiliated broker-dealer or bank to another
LPL Financial LLC to Cuso Financial Services, L.P.
left Jul 14, 2025, registered Jul 14, 2025 (0 days) · Affiliated broker-dealer or bank to another
Morgan Stanley to Cuso Financial Services, L.P.
left Nov 19, 2018, registered Jan 24, 2020 (431 days) · Wirehouse to affiliated broker-dealer or bank
Morgan Stanley & Co. LLC to Morgan Stanley
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Morgan Stanley Dw Inc. to Morgan Stanley & Co. LLC
left Apr 2, 2007, registered Apr 2, 2007 (0 days) · corporate re-registration, not a move
Ameriprise Financial Services, LLC to Morgan Stanley Dw Inc.
left Oct 25, 2006, registered Dec 4, 2006 (40 days) · Other

Signals

Jason Lewis left Cuso Financial Services, L.P. for Lpl Financial Llc (registered 2025-07-17)
Dec 10, 2025 · Advisor changed firm · fact
Jason Lewis left Lpl Financial Llc for Cuso Financial Services, L.P. (registered 2025-07-14)
Jul 14, 2025 · Advisor changed firm · fact
Jason Lewis left Cuso Financial Services, L.P. for Lpl Financial Llc (registered 2025-05-28)
Jul 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