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Detailed Report
JACOB WAYNE LEWIS
jacob lewis
CRD#: 5569018
IA
Investment Adviser
B
Broker
TRUIST ADVISORY SERVICES, INC.CRD#: 283390 401 EAST JACKSON STREET
TAMPA, FL 33602
TRUIST INVESTMENT SERVICES, INC.CRD#: 17499 LAND O LAKES, FL
Registration History
2010201220142016201820202022202420262 FIRMS2020 - 2021 (1 year)2 FIRMS2021 - Present (3 years)BUSAA FINANCIAL ADVISORS, INC. (CRD# 129035)2010 - 2020 (9 years)IAUSAA INVESTMENT MANAGEMENT COMPANY (CRD# 5475)2018 - 2020 (2 years)IAUSAA FINANCIAL PLANNING SERVICES (CRD# 106352)2010 - 2018 (7 years)
License(s)

State Registrations

B
Florida 9/20/2021
B
Georgia 9/20/2021
IA
Florida 9/23/2021

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
TRUIST ADVISORY SERVICES, INC. (CRD#:283390)
401 EAST JACKSON STREET, TAMPA, FL 33602
Registered with this firm since 9/23/2021
B
TRUIST INVESTMENT SERVICES, INC. (CRD#:17499)
LAND O LAKES, FL
401 E JACKSON ST FL 20, TAMPA, FL 33602
Registered with this firm since 9/20/2021
Previous Registration(s)
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IA
 05/28/2020 - 09/14/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Temple Terrace, FL
B
 05/23/2020 - 09/14/2021 CHARLES SCHWAB & CO., INC. (CRD#:5393) Temple Terrace, FL
IA
 01/08/2018 - 05/24/2020 USAA INVESTMENT MANAGEMENT COMPANY (CRD#:5475) SAN ANTONIO, TX
B
 08/05/2010 - 05/24/2020 USAA FINANCIAL ADVISORS, INC. (CRD#:129035) TAMPA, FL
IA
 09/21/2010 - 01/08/2018 USAA FINANCIAL PLANNING SERVICES (CRD#:106352) TAMPA, FL
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.