JL
Jeffrey M. Lewis
KESTRA ADVISORY SERVICES
Las Vegas, NV 89102
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CRD#: 7282312
JL
Professional summary
Jeffrey Michael Lewis, who also goes by Jeffrey Michael Lewis, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Las Vegas, Nevada and KESTRA INVESTMENT SERVICES, LLC located in Las Vegas, Nevada.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Jeffrey has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jeffrey Michael 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.
Bus Name: HOCKEY OFFICIAL POSITION: Official NATURE: Hockey official INVESTMENT RELATED: No, # OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/1993 ADDRESS: 10028 Sail Landing Ct, Las Vegas NV 89117-0936, United States DESCRIPTION: Referee hockey. Bus Name: KESTRA ADVISORY SERVICES POSITION: Registered Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 02/15/2025 ADDRESS: 5707 Southwest Pkwy, Bldg. 2 Ste. 400, Austin TX 78735, United States DESCRIPTION: Independant Contractor providing financial services to clients. Bus Name: EAG PRIVATE WEALTH MANAGEMENT POSITION: Partner NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 128 START DATE: 02/15/2025 ADDRESS: 2300 W Sahara Ave, Suite 800, Las Vegas NV 89102, United States DESCRIPTION: Provide financial services to clients. Bus Name: SAIL LANDING LLC POSITION: Manager NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 05/27/2025 ADDRESS: 10028 Sail Landing Ct, Las Vegas NV 89117-0936, United States DESCRIPTION: My duties include overseeing the acquisition and financing of properties, managing property improvements, coordinating with property managers, setting rental rates, and reviewing financial performance. For short-term rentals, I may also manage listing platforms and coordinate cleaning and guest communication. I am responsible for ensuring the properties are properly maintained, insured, and in compliance with local regulations. These responsibilities are conducted outside of business hours and are entirely separate from my role with Kestra Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Michael 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®
NoneExperience
Current
February 12, 2025 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 2300 W Sahara Ave, Las Vegas, NV 89102RIA
CRD#: 283330
Las Vegas, NV
Current
February 12, 2025 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2300 W Sahara Ave Suite 800, Las Vegas, NV 89102BD
CRD#: 42046
Las Vegas, NV
Past
September 23, 2020 - February 14, 2025
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
LAS VEGAS, NV
Past
August 17, 2020 - February 14, 2025
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
LAS VEGAS, NV
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/12/2025)
RR
California(2/12/2025)
RR
Florida(2/12/2025)
RR
Missouri(2/12/2025)
RR
Nevada(2/12/2025)
IAR
Nevada(2/12/2025)
RR
North Carolina(2/14/2025)
RR
Ohio(2/12/2025)
RR
South Carolina(2/12/2025)
RR
Virginia(2/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/15/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
