Jacob C. Lewis

ENDEAVOR ADVISORS

The Woodlands, TX 77380

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CRD#: 2867212

Professional summary

Jacob Colter Lewis, who also goes by Colter Lewis, J. Colter Lewis, J. Lewis, is a registered financial advisor currently at ENDEAVOR ADVISORS, LLC located in The Woodlands, Texas.

Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jacob has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Colter Lewis | J. Colter Lewis | J. Lewis

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Manager of Cutbow LLC holding our Colorado vacation home that is also used as a rental; not investment-related; 1 hr/month; 0 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Colter Lewis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 9, 2023 - Present

ENDEAVOR ADVISORS, LLC

Office #1: 2001 Timberloch Place Suite 500, The Woodlands, TX 77380

RIA

CRD#: 324925

The Woodlands, TX

Past

April 2, 2004 - June 19, 2006

UHY CAPITAL ADVISORS, LLC

RIA

CRD#: 116592

HOUSTON, TX

Past

August 29, 2002 - December 31, 2003

WEALTH ADVISORS, INC.

RIA

CRD#: 114178

HOUSTON, TX

Past

June 3, 2002 - December 21, 2005

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

HOUSTON, TX

Past

June 12, 2001 - December 21, 2005

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

February 19, 1999 - January 5, 2000

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

November 14, 1997 - February 4, 1999

BERKSHIRE EQUITY SALES, INC.

CRD#: 87

PITTSFIELD, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ENDEAVOR ADVISORS, LLC

CRD#: 324925 / SEC#: 801-129656

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(2/9/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/3/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/1/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/13/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ENDEAVOR ADVISORS, LLC

CRD#: 324925 / SEC#: 801-129656

RIA

Registered Investment Advisory firm - (3/21/2024 Approved)

Texas

Registered Investment Advisory firm - (5/22/2024 Terminated)

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Contact information

Main Address

2001 Timberloch Place Suite 500, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 326-9902

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	371
AUM (Assets Under Management)	$ 176,920,606

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jacob C. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jacob Colter Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

UHY CAPITAL ADVISORS, LLC

WEALTH ADVISORS, INC.

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

PRUCO SECURITIES, LLC.

BERKSHIRE EQUITY SALES, INC.

Primary Firm SEC Registration

ENDEAVOR ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2002

Series 63

Date: 6/9/1997

Series 7

Date: 8/1/2005

Series 6

Date: 11/13/1997

Current Firm

ENDEAVOR ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ENDEAVOR ADVISORS, LLC

TRUST BUT VERIFY

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