Jake Lewis
District Manager - Financial Advisor at Florida Financial Advisors
Based in Jacksonville, United States
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Seniority
Manager
Department
Sales & Business Development
Location
Jacksonville
Industry
Financial Services
Company size
459
Contact information
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j•••••••@floridafa.com
Phone
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Background
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.
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