Jerald B. Lewis
HRC WEALTH MANAGEMENT
MOSCOW, ID 83843
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CRD#: 4483202
Professional summary
Jerald Bradley Lewis, CFP®, who also goes by Brad Lewis, is a registered financial advisor currently at HRC WEALTH MANAGEMENT, LLC located in Moscow, Idaho.
Jerald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jerald has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad 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.
1.Pure Line Seeds, Inc; Not Investment-Related; 315 S. Almon, Moscow, ID 83843; Treasurer; Start December 2017; 25 hrs/month; Responsible for all of the accounting functions of the organization 2.Moscow Bear Boosters, Inc; Not Investment-Related; 315 S. Almon, Moscow, ID 83843; Finance Committee Member; Start July 2002; 5 hrs/month; Pay bills, make deposits, and prepare monthly financial statements. 3.HRC Wealth Management, LLC; Investment-Related; 315 S. Almon, Moscow, ID 83843; 25% Member; Start July 2012; 40hrs/month; 1 during trading hours; Providing investment advice, financial planning, retirement planning, and CCO duties. 4.Hayden Ross Properties, LLC, Not Investment-Related; 315 S. Almon, Moscow, ID 83843; 43.375% Member; Start July 2009; 5 hrs/month; Landlord 5.Hayden Ross, PLLC; Investment-Related; 315 S. Almon, Moscow, ID 83483; 42.5% Member; Start July 2012; 150 hrs/month; Managing partner, provide tax and accounting consulting to clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jerald Bradley Lewis's 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®
CFP®
Start date: 2020
Experience
Current
December 17, 1999 - Present
HRC WEALTH MANAGEMENT, LLC
Office #1: 315 S. Almon, Moscow, ID 83843RIA
CRD#: 117212
MOSCOW, ID
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".
HW
HRC WEALTH MANAGEMENT, LLC
HAYDEN & ROSS FINANCIAL ADVISORS, P.A. | PALOUSE INVESTMENT ADVISORS, INC. | HRC WEALTH MANAGEMENT, LLC | HAYDEN ROSS
CRD#: 117212 / SEC#: 801-106855
RIA
Registered Investment Advisory firm - (11/2/2015 Approved)Idaho
Registered Investment Advisory firm - (4/18/2016 Terminated)Washington
Registered Investment Advisory firm - (5/18/2016 Terminated)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
Idaho(12/17/1999)
Current Firm
HW
HRC WEALTH MANAGEMENT, LLC
HAYDEN & ROSS FINANCIAL ADVISORS, P.A. | PALOUSE INVESTMENT ADVISORS, INC. | HRC WEALTH MANAGEMENT, LLC | HAYDEN ROSS
CRD#: 117212 / SEC#: 801-106855
RIA
Registered Investment Advisory firm - (11/2/2015 Approved)Idaho
Registered Investment Advisory firm - (4/18/2016 Terminated)Washington
Registered Investment Advisory firm - (5/18/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
315 S. Almon, Moscow, ID 83843
Mailing Address
Phone number
(208) 882-5547
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,771 |
| AUM (Assets Under Management) | $ 404,943,247 |
Red Flags
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