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JL

Jasmine Lewis

COREBRIDGE CAPITAL SERVICES
HOUSTON, TX
·CRD# 6762132·9 years experience

Professional Summary

Jasmine Lewis, who also goes by Jasmine M Lewis, is a registered financial advisor currently at COREBRIDGE CAPITAL SERVICES, INC. located in Houston, Texas. Jasmine is registered as a RR (Registered Representative) and started their career in finance in 2017. Jasmine has worked at 3 firms and has passed the Series 63, SIE, Series 6 and Series 26 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jasmine M Lewis

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

9 years in the financial services industry

Current & Past Employments

COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158
BD
2929 Allen Parkway, Houston, TX 77019
February 6, 2024 - Present
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC·CRD# 21570
BD
Shelton, CT
August 17, 2022 - January 9, 2023
COREBRIDGE CAPITAL SERVICES, INC.·CRD# 13158
BD
Houston, TX
February 1, 2019 - July 20, 2022
NATIONWIDE INVESTMENT SERVICES CORPORATION·CRD# 7110
BD
Grandview Heights, OH
May 26, 2017 - July 5, 2018

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Current Firm

CC
COREBRIDGE CAPITAL SERVICES, INC.

AIG CAPITAL SERVICES, INC. | SUNAMERICA CAPITAL SERVICES, INC. | INTEGRATED RESOURCES CAPITAL SERVICES, INC. | INTEGRATED CAPITAL SERVICES, INC. | COREBRIDGE CAPITAL SERVICES, INC. | AIG SUNAMERICA CAPITAL SERVICES, INC.

CRD#: 13158 / SEC#: 8-28733
BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

Contact Information

Main Address

30 Hudson Street 18th Floor, Jersey City, NJ 07302

Mailing Address

30 Hudson Street 18th Floor, Jersey City, NJ 07302

Phone Number

(201) 324-6300

Established

Delaware since 11/05/1982

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
AMERICAN GENERAL LIFE INSURANCE COMPANYSHAREHOLDER—
BURNETTE, CYNTHIA LEACHIEF FINANCIAL OFFICER1863103
FORTEY, MICHAELCHIEF COMPLIANCE OFFICER2304969
NASTA, CHRISTINA MARIEPRESIDENT2736888

Disclosures

Regulatory Event

1

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Texas
(2/6/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2019About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jul 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed May 2017About the Series 6 exam

Series 26 — Investment Company Products/Variable Contracts Principal Examination

Passed Oct 2025About the Series 26 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

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

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JL
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