Jeffery Lewis
Chief Executive Officer at Epic Trust Investment Advisors LLC
Profile
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.
Jeffery Lewis active positions
Companies | Position | Start |
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Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC Investment ManagersFinance Epic Trust Investment Advisors LLC (ETIA) is a registered investment advisor headquartered in Richland, Washington. The firm was founded by Jeffrey P. Lewis in 2014 and is a subsidiary of Epic Trust Financial Group LLC. ETIA offers financial planning services to individuals and high-net-worth individuals. The services cover a variety of account types such as, trusts, estates and IRAs. | Chief Executive Officer | 2014-06-13 |
Epic Trust Financial Group LLC
Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Epic Trust Financial Group LLC is an investment and financial advisory firm. The private company is based in Richland, WA and has subsidiaries in the United States. The CEO of the company is Jeffery Paul Lewis. | Chief Executive Officer | - |
Training of Jeffery Lewis
Brigham Young University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Members of the board
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Linked companies
Private companies | 2 |
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Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC Investment ManagersFinance Epic Trust Investment Advisors LLC (ETIA) is a registered investment advisor headquartered in Richland, Washington. The firm was founded by Jeffrey P. Lewis in 2014 and is a subsidiary of Epic Trust Financial Group LLC. ETIA offers financial planning services to individuals and high-net-worth individuals. The services cover a variety of account types such as, trusts, estates and IRAs. | Finance |
Epic Trust Financial Group LLC
Epic Trust Financial Group LLC Other Consumer ServicesConsumer Services Epic Trust Financial Group LLC is an investment and financial advisory firm. The private company is based in Richland, WA and has subsidiaries in the United States. The CEO of the company is Jeffery Paul Lewis. | Consumer Services |
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