Jeffery Lewis

Vorstandsvorsitzender bei

Epic Trust Investment Advisors LLC

Consumer Services

Finance

Profil

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.

Aktive Positionen von Jeffery Lewis

Unternehmen	Position	Beginn
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.	Vorstandsvorsitzender	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	Vorstandsvorsitzender	-

Alle aktiven Positionen von Jeffery Lewis

Ausbildung von Jeffery Lewis

Erfahrungen
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Beziehungen ersten Grades

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Unternehmensverbindungen

Private Unternehmen	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