Jeffery Lewis

Verkställande Direktör på

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.

Aktiva positioner av Jeffery Lewis

Företag	Position	Start
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.	Verkställande Direktör	2014-06-14
Epic Trust Financial Group LLC Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Provides tax, life insurance, accounting, financial and retirement planning services	Verkställande Direktör	-

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Kopplade företag

Privata företag	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