Jeffery Lewis
Directeur Général chez Epic Trust Investment Advisors LLC
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.
Postes actifs de Jeffery Lewis
| Sociétés | Poste | Début |
|---|---|---|
Epic Trust Investment Advisors LLC
 Epic Trust Investment Advisors LLC Investment ManagersFinance Epic Trust Investment Advisors LLC (ETIA) is a registered investment advisor headquartered in Richland, Washington. The firm was founded by Jeffrey P. Lewis in 2014 and is a subsidiary of Epic Trust Financial Group LLC. ETIA offers financial planning services to individuals and high-net-worth individuals. The services cover a variety of account types such as, trusts, estates and IRAs. | Directeur Général | 14/06/2014 |
Epic Trust Financial Group LLC
 Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Epic Trust Financial Group LLC is an investment and financial advisory firm. The private company is based in Richland, WA and has subsidiaries in the United States. The CEO of the company is Jeffery Paul Lewis. | Directeur Général | - |
Formation de Jeffery Lewis
| Brigham Young University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC Investment ManagersFinance Epic Trust Investment Advisors LLC (ETIA) is a registered investment advisor headquartered in Richland, Washington. The firm was founded by Jeffrey P. Lewis in 2014 and is a subsidiary of Epic Trust Financial Group LLC. ETIA offers financial planning services to individuals and high-net-worth individuals. The services cover a variety of account types such as, trusts, estates and IRAs. | Finance |
Epic Trust Financial Group LLC
Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Epic Trust Financial Group LLC is an investment and financial advisory firm. The private company is based in Richland, WA and has subsidiaries in the United States. The CEO of the company is Jeffery Paul Lewis. | Consumer Services |
