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Jason Lewis,Cfp® Email & Phone Number

Principal | Financial Advisor at CAPTRUST at CAPTRUST

Location: Greenville, South Carolina, United States 3 work roles 1 school

1 work email found @rimgt.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 100%

Current company

CAPTRUST

Role

Principal | Financial Advisor at CAPTRUST

Location

Greenville, South Carolina, United States

Company size

621 employees

Who is Jason Lewis,Cfp®? Overview

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Quick answer

Jason Lewis,Cfp® is listed as Principal | Financial Advisor at CAPTRUST at CAPTRUST, a company with 621 employees, based in Greenville, South Carolina, United States. AeroLeads shows a work email signal at rimgt.com and a matched LinkedIn profile for Jason Lewis,Cfp®.

Jason Lewis,Cfp® previously worked as Investment Advisor at Reynolds Investment Management and Financial Advisor at Reynolds Investment Management at Reynolds Investment Management. Jason Lewis,Cfp® holds B.A., Economics from Wofford College.

Company email context

Email format at CAPTRUST

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{first}@rimgt.com

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AeroLeads found 1 current-domain work email signal for Jason Lewis,Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jason Lewis,Cfp®

Jason joined CAPTRUST in 2022 from Reynolds Investment Management and serves as a principal and financial advisor. He has been in the financial services industry since 2005 and enjoys helping his clients achieve the financial goals that are important to them.Jason holds a Bachelor of Arts degree in economics from Wofford College and is involved in his community as treasurer of the Pleasantburg Rotary Foundation.In his spare time, Jason enjoys cycling, running, and fly-fishing. He and his wife, Kristin, have three daughters: Avery, Elle, and Ollie.

Listed skills include Financial Advisory, Investments, Asset Management, Tax, and 5 others.

Current workplace

Jason Lewis,Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Captrust

Principal | Financial Advisor at CAPTRUST

raleigh, north carolina, united states

Website

captrustadvisors.com

Employees

621

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Company profile

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3 roles

Jason Lewis,Cfp® work experience

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

Principal | Financial Advisor At Captrust

Current

Captrust

Jun 2022 - Present

Investment Advisor

Reynolds Investment Management

Financial Advisor At Reynolds Investment Management

Reynolds Investment Management

Team & coworkers

Colleagues at CAPTRUST

Other employees you can reach at captrustadvisors.com. View company contacts for 621 employees →

RR

Richard Rodriguez Colleague at Captrust Greater New Orleans Region, United States View → BN

Ben Napier Colleague at Captrust Austin, Texas, United States, United States View → TI

Timothy Irvin, Cfp®, Qka®, Cpfa®, Aif® Colleague at Captrust New York, New York, United States, United States View → BS

Ben Smiley Colleague at Captrust Chicago, Illinois, United States, United States View → AB

Anna Bauerle Colleague at Captrust Longwood, Florida, United States, United States View → JH

Jack Holmes Colleague at Captrust New York City Metropolitan Area, United States View → BS

Boola Sourial Colleague at Captrust Boston, Massachusetts, United States, United States View → LD

Lisa Drozd Tobey Colleague at Captrust Greater Minneapolis-St. Paul Area, United States View → HK

Hannah Kate Cayabyab Colleague at Captrust Raleigh, North Carolina, United States, United States View → R(

Robert (Dylan) Kirk Colleague at Captrust Raleigh, North Carolina, United States, United States View →

1 education record

Jason Lewis,Cfp® education

Wofford College

Economics

FAQ

Frequently asked questions about Jason Lewis,Cfp®

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

What company does Jason Lewis,Cfp® work for?

Jason Lewis,Cfp® works for CAPTRUST.

What is Jason Lewis,Cfp®'s role at CAPTRUST?

Jason Lewis,Cfp® is listed as Principal | Financial Advisor at CAPTRUST at CAPTRUST.

What is Jason Lewis,Cfp®'s email address?

AeroLeads has found 1 work email signal at @rimgt.com for Jason Lewis,Cfp® at CAPTRUST.

Where is Jason Lewis,Cfp® based?

Jason Lewis,Cfp® is based in Greenville, South Carolina, United States while working with CAPTRUST.

What companies has Jason Lewis,Cfp® worked for?

Jason Lewis,Cfp® has worked for Captrust and Reynolds Investment Management.

Who are Jason Lewis,Cfp®'s colleagues at CAPTRUST?

Jason Lewis,Cfp®'s colleagues at CAPTRUST include Richard Rodriguez, Ben Napier, Timothy Irvin, Cfp®, Qka®, Cpfa®, Aif®, Ben Smiley, and Anna Bauerle.

How can I contact Jason Lewis,Cfp®?

You can use AeroLeads to view verified contact signals for Jason Lewis,Cfp® at CAPTRUST, including work email, phone, and LinkedIn data when available.

What schools did Jason Lewis,Cfp® attend?

Jason Lewis,Cfp® holds B.A., Economics from Wofford College.

What skills is Jason Lewis,Cfp® known for?

Jason Lewis,Cfp® is listed with skills including Financial Advisory, Investments, Asset Management, Tax, Investment Management, Asset Managment, Estate Planning, and Retirement Planning.

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