Jason D. Lewis, Cfp®, Aif®
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Jason D. Lewis, Cfp®, Aif® Email & Phone Number

Founder - Financial Advisor at Reliance Integrated Wealth Partners
Location: Denver, Colorado, United States 7 work roles 1 school
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Current company
Reliance Integrated Wealth Partners
Role
Founder - Financial Advisor
Location
Denver, Colorado, United States
Company size
12938 employees

Who is Jason D. Lewis, Cfp®, Aif®? Overview

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Quick answer

Jason D. Lewis, Cfp®, Aif® is listed as Founder - Financial Advisor at Reliance Integrated Wealth Partners, a company with 12938 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Jason D. Lewis, Cfp®, Aif®.

Jason D. Lewis, Cfp®, Aif® previously worked as Financial Advisor at Raymond James and Broker Associate at Liv Sotheby’S International Realty. Jason D. Lewis, Cfp®, Aif® holds B.A., Business Management from Western State Colorado University.

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Email format at Reliance Integrated Wealth Partners

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Reliance Integrated Wealth Partners

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Profile bio

About Jason D. Lewis, Cfp®, Aif®

Jason D. Lewis, Cfp®, Aif® is a Founder - Financial Advisor at Reliance Integrated Wealth Partners. He possess expertise in alternative investments, estate planning, financial advisory, producing, .net and 59 more skills.

Listed skills include Alternative Investments, Estate Planning, Financial Advisory, Producing, and 60 others.

Current workplace

Jason D. Lewis, Cfp®, Aif®'s current company

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Reliance Integrated Wealth Partners
Reliance Integrated Wealth Partners
Founder - Financial Advisor
Denver, CO, US
Website
raymondjames.com
Employees
12938
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Company profile
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7 roles

Jason D. Lewis, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Raymond James

Denver, CO

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® with over fifteen years of experience as a financial advisor. He has guided numerous individuals, families and businesses through the complex process of developing and implementing strategic wealth management solutions that encompass the entire spectrum of their.

Jul 2017 - Present

Founder And President

Reliance Family Offices

Denver, CO

Reliance Family Offices is a central, independent firm designed with the knowledge and expertise to oversee, manage, and execute the multitude of financial goals, needs and wants of a successful family. We provide guidance and management across the entire spectrum of a families’ financial situation. Encompassing areas such as investment management, real.

Mar 2013 - May 2015

Family Office Advisor

Wanger Omniwealth, Llc

Worked with ultra-high net worth business owners and families to provide a unique investment and family office solution. A hands-on, individualized approach, distinct from that of the mass providers. Asset management that provided access to carefully-selected, exclusive resources in the public and private investment market places.

May 2011 - Dec 2011

Founder - Financial Advisor

Lewis & Associates Financial Services, Llc.

Developed, managed and sold a highly successful wealth management firm that specialized in guiding successful families and business owners through the complex process of creating and implementing a strategic wealth management plan.

Jan 2007 - Dec 2010

Financial Advisor

American Express Financial Advisors

American Express Financial Advisors/Ameriprise Financial, Broker dealer providing comprehensive financial planning and wealth management services to high net worth clientele.Investment advisor and client account manager to a high-net-worth client base. Managed all aspects of franchise ownership, including business development, implementation of investment.

Nov 2001 - Jan 2007
Team & coworkers

Colleagues at Reliance Integrated Wealth Partners

Other employees you can reach at raymondjames.com. View company contacts for 12938 employees →

PB Paul Bobal Paul Bobal Colleague at Reliance Integrated Wealth Partners Houston, Texas, United States, United States View → AS Alex Sunnarborg Alex Sunnarborg Colleague at Reliance Integrated Wealth Partners United States, United States View → MP Monique Peralta Monique Peralta Colleague at Reliance Integrated Wealth Partners King City, California, United States, United States View → RD Ryan Doherty, Cfa Ryan Doherty, Cfa Colleague at Reliance Integrated Wealth Partners St Petersburg, Florida, United States, United States View → AT Andrea Tihal Andrea Tihal Colleague at Reliance Integrated Wealth Partners St Petersburg, Florida, United States, United States View → TG Trevis Gillow, Aif® Trevis Gillow, Aif® Colleague at Reliance Integrated Wealth Partners Traverse City, Michigan, United States, United States View → MR Michael Robbins Michael Robbins Colleague at Reliance Integrated Wealth Partners New Lenox, Illinois, United States, United States View → MH Melinda Hopfauer Melinda Hopfauer Colleague at Reliance Integrated Wealth Partners Seminole, Florida, United States, United States View → ED Elliott Dowd Elliott Dowd Colleague at Reliance Integrated Wealth Partners Vancouver, British Columbia, Canada, Canada View → JJ Jenny James Jenny James Colleague at Reliance Integrated Wealth Partners New York, New York, United States, United States View →
1 education record

Jason D. Lewis, Cfp®, Aif® education

FAQ

Frequently asked questions about Jason D. Lewis, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Jason D. Lewis, Cfp®, Aif® work for?

Jason D. Lewis, Cfp®, Aif® works for Reliance Integrated Wealth Partners.

What is Jason D. Lewis, Cfp®, Aif®'s role at Reliance Integrated Wealth Partners?

Jason D. Lewis, Cfp®, Aif® is listed as Founder - Financial Advisor at Reliance Integrated Wealth Partners.

Where is Jason D. Lewis, Cfp®, Aif® based?

Jason D. Lewis, Cfp®, Aif® is based in Denver, Colorado, United States while working with Reliance Integrated Wealth Partners.

What companies has Jason D. Lewis, Cfp®, Aif® worked for?

Jason D. Lewis, Cfp®, Aif® has worked for Reliance Integrated Wealth Partners, Raymond James, Liv Sotheby’S International Realty, Reliance Family Offices, and Wanger Omniwealth, Llc.

Who are Jason D. Lewis, Cfp®, Aif®'s colleagues at Reliance Integrated Wealth Partners?

Jason D. Lewis, Cfp®, Aif®'s colleagues at Reliance Integrated Wealth Partners include Paul Bobal, Alex Sunnarborg, Monique Peralta, Ryan Doherty, Cfa, and Andrea Tihal.

How can I contact Jason D. Lewis, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Jason D. Lewis, Cfp®, Aif® at Reliance Integrated Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Jason D. Lewis, Cfp®, Aif® attend?

Jason D. Lewis, Cfp®, Aif® holds B.A., Business Management from Western State Colorado University.

What skills is Jason D. Lewis, Cfp®, Aif® known for?

Jason D. Lewis, Cfp®, Aif® is listed with skills including Alternative Investments, Estate Planning, Financial Advisory, Producing, .Net, Modern Portfolio Theory, Monitors, and Trusted Advisor.

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