![Jeffery Lewis](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Jeffery Lewis
Algemeen Directeur bij
Epic Trust Investment Advisors LLC
Profiel
Jeffery Paul Lewis is the founder of Epic Trust Investment Advisors LLC, which he founded in 2014 and where he holds the title of Managing Member.
He is currently the Chief Executive Officer at Epic Trust Financial Group LLC.
Mr. Lewis received his undergraduate degree from Brigham Young University in 2010.
Actieve functies van Jeffery Lewis
| Bedrijven | Functie | Begin |
|---|---|---|
Epic Trust Investment Advisors LLC
 Epic Trust Investment Advisors LLC Investment ManagersFinance ETIA purchases securities with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. When deciding on the asset allocation for a client, the firm takes into account the client’s risk tolerance, goals, investment objectives and other data gathered during client meetings. | Algemeen Directeur | 14-06-2014 |
Epic Trust Financial Group LLC
 Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Provides tax, life insurance, accounting, financial and retirement planning services | Algemeen Directeur | - |
Opleiding van Jeffery Lewis
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
90
Eerstegraads connecties
3
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Brigham Young University
 Brigham Young University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC Investment ManagersFinance ETIA purchases securities with the expectation that the value of those securities will grow over a relatively long period of time, generally greater than one year. When deciding on the asset allocation for a client, the firm takes into account the client’s risk tolerance, goals, investment objectives and other data gathered during client meetings. | Finance |
Epic Trust Financial Group LLC
Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Provides tax, life insurance, accounting, financial and retirement planning services | Consumer Services |
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