Jeffrey W. Lewis

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

Beaumont, TX 77701

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CRD#: 7302840

Professional summary

Jeffrey Wayne Lewis is a registered financial advisor currently at ASSET GROWTH ASSOCIATES WEALTH ADVISORS located in Beaumont, Texas.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Agent for Physician's Mutual Insurance Company; offers products consistent with my General Lines license; specifically, Medicare supplement, health, fixed annuities, and life insurance. I receive commissions and renewals on a per-application basis.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Wayne 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®

None

Experience

Current

February 14, 2024 - Present

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

Office #1: 1391 Calder Avenue, Beaumont, TX 77701

RIA

CRD#: 160090

Beaumont, TX

Past

October 15, 2020 - December 31, 2023

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

RIA

CRD#: 160090

BEAUMONT, TX

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
(2/14/2024)

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: 10/5/2020

Uniform Investment Adviser Law Examination

Current Firm

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

AGA TAX AND RETIREMENT ADVISORS | TEXAS REGISTERED FINANCIAL CONSULTANTS, PLLC | HICKMAN TAX AND RETIREMENT ADVISORS, LLC | ASSET GROWTH ASSOCIATES WEALTH ADVISORS

CRD#: 160090 / SEC#:

Louisiana

Registered Investment Advisory firm - (12/31/2023 Failure to Renew)

Texas

Registered Investment Advisory firm - (2/14/2024 Approved)

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Contact information

Main Address

1391 Calder Avenue, Beaumont, TX 77701

Mailing Address

Phone number

(409) 840-6900

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	98
AUM (Assets Under Management)	$ 8,426,076

Red Flags

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

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Jeffrey W. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 10/5/2020

Current Firm

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASSET GROWTH ASSOCIATES WEALTH ADVISORS

TRUST BUT VERIFY

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