AeroLeads people directory · profile
Jay Lewis, Clu Email & Phone Number
Investment Advisor
at
Forthright Capital Partners
1 work email found
@geerfinancial.com
3 phones found area 972 and 214
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor
Location
Dallas-Fort Worth Metroplex, United States, United States
Company size
Who is Jay Lewis, Clu? Overview
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Quick answer
Jay Lewis, Clu is listed as Investment Advisor at Forthright Capital Partners, a company with 37 employees, based in Dallas-Fort Worth Metroplex, United States, United States. AeroLeads shows a work email signal at geerfinancial.com, phone signal with area code 972, 214, and a matched LinkedIn profile for Jay Lewis, Clu.
Jay Lewis, Clu previously worked as Director of Insurance at Smith, Frank & Partners, Llc and Insurance Portfolio Management at Geer Financial Services, Llc. Jay Lewis, Clu holds Bba Marketing & Government from The University Of Texas At Austin - The Red Mccombs School Of Business.
Company email context
Email format at Forthright Capital Partners
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*@geerfinancial.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jay Lewis, Clu. Compare company email patterns before reaching out.
Profile bio
About Jay Lewis, Clu
I’ve spent the last 20 years working with fee-only advisors; designing life insurance solutions for their clients.
Listed skills include Insurance, Life Insurance, Risk Management, Estate Planning, and 46 others.
Current workplace
Jay Lewis, Clu's current company
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Forthright Capital Partners
9 roles · 30 years
Jay Lewis, Clu work experience
A career timeline built from the work history available for this profile.
Director Of Insurance
Current
Smith, Frank & Partners, Llc
Is your insurance agent on your team?Our approach is an unbiased, consultative one. While life insurance is often filed away to collect dust for years, we treat policies like the assets they are – something that should be selected, reviewed and managed as part of a comprehensive strategy.
Oct 2015 - Present
Insurance Portfolio Management
An ultra-high net worth life insurance boutique specializing in customized, insurance-based asset strategies for portfolios of $25 million to over $1 billion. Our goal is to help reduce tax liability and maximize the income and assets of our clients. Our industry partnerships allow us to shop the marketplace for some of the best financial solutions.
Jan 2013 - Oct 2015
Insurance Portfolio Management
Ips Advisors
- IPS Advisors, Inc. is one of the premier insurance and benefit consulting firms in the U.S.. The firm was established over 33 years ago and is completely independent.Services
- Liquidity Needs at Death for Estate Taxes or Living Expenses
- Asset Protection (Business Risks & Personal Risks)
- Life Insurance Portfolio Management
- Wealth Transfer Strategies
- Captive Insurance Companies
2009 - Dec 2012
Financial Representative
Comprehensive, customized approach to risk management, wealth accumulation and wealth preservation designed specifically to enhance protection and minimize threats to the personal wealth and safety of clients and their families.
2004 - 2009
~5 yrs
Senior Consultant
Managed a multi-phased effort to increase service levels and business intelligence capabilities by implementing a sales, service and marketing application to 600 users in the U.S., Canada and Latin America. Responsibilities included building project, communication and training plans; defining current and designing future business processes; gathering.
2001 - 2004
~3 yrs
Senior Consultant
Collaborated with Fortune 100 and start-up Energy & Telecommunications industry clients in strategy and process design, fit /gap assessment, configuration, development, testing, and training activities in the U.S. and Canada.
1999 - 2002
~3 yrs
Legislative Aide
Served as a Legislative Aide during the 75th Legislative Session. Responsibilities included discussing issues with constituents and lobbyists; conducting research and assisting in drafting and analyzing legislative bills, legislative resolutions, and press releases; working with state and local agencies as well as political action committees to resolve.
1998 - 1999
~1 yr
1996 - 1997
~1 yr
3 education records
Jay Lewis, Clu education
Bba Marketing & Government
Intensive Spanish Culture And Language Study Abroad Program
Universidad De Salamanca - Spain
Clu, Chartered Life Underwriter
FAQ
Frequently asked questions about Jay Lewis, Clu
Quick answers generated from the profile data available on this page.
What company does Jay Lewis, Clu work for?
Jay Lewis, Clu works for Forthright Capital Partners.
What is Jay Lewis, Clu's role at Forthright Capital Partners?
Jay Lewis, Clu is listed as Investment Advisor at Forthright Capital Partners.
What is Jay Lewis, Clu's email address?
AeroLeads has found 1 work email signal at @geerfinancial.com for Jay Lewis, Clu at Forthright Capital Partners.
What is Jay Lewis, Clu's phone number?
AeroLeads has found 3 phone signal(s) with area code 972, 214 for Jay Lewis, Clu at Forthright Capital Partners.
Where is Jay Lewis, Clu based?
Jay Lewis, Clu is based in Dallas-Fort Worth Metroplex, United States, United States while working with Forthright Capital Partners.
What companies has Jay Lewis, Clu worked for?
Jay Lewis, Clu has worked for Forthright Capital Partners, Smith, Frank & Partners, Llc, Geer Financial Services, Llc, Ips Advisors, and Northwestern Mutual Financial Network.
How can I contact Jay Lewis, Clu?
You can use AeroLeads to view verified contact signals for Jay Lewis, Clu at Forthright Capital Partners, including work email, phone, and LinkedIn data when available.
What schools did Jay Lewis, Clu attend?
Jay Lewis, Clu holds Bba Marketing & Government from The University Of Texas At Austin - The Red Mccombs School Of Business.
What skills is Jay Lewis, Clu known for?
Jay Lewis, Clu is listed with skills including Insurance, Life Insurance, Risk Management, Estate Planning, Employee Benefits, Strategic Planning, Fixed Annuities, and Business Planning.
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