Jake Lewis
District Manager - Financial Advisor @Florida Financial Advisors
Signup · Get unlimited contacts
WORK HISTORY
District Manager - Financial Advisor @Florida Financial Advisors
Jacksonville, FL, US
EDUCATION
Columbia International University
Bachelor of Business Administration - BBA
ABOUT JAKE LEWIS
I enjoy helping families achieve their financial goals through strategic financial planning and personalized guidance. As an independent, I am committed to delivering world-class service to give my clients a detailed understanding of the marketplace, helping them achieve success aligning their workplace benefits and own investments with personal objectives.I provide support with investment research/strategies, retirement planning, tax strategies, estate planning, and insurance evaluations. Energetic professional with a Bachelor’s Degree in Business Administration from Columbia International University. Securities offered through TWS Securities, broker dealer, FINRA/MSRB/SIPC, Florida Financial Advisors is a Registered Investment Advisory firm in the state of FL.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.