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Jeffery Paul Lewis

Managing MemberEpic Trust Investment Advisors LLCCRD 5892152

About Jeffery Paul Lewis

Jeffery Paul Lewis is listed as Managing Member at Epic Trust Investment Advisors LLC in Richland, WA. Form ADV reports a beneficial ownership band of Under 5%. Jeffery Paul Lewis is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Epic Trust Investment Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffery Paul Lewis work?

Jeffery Paul Lewis is listed as Managing Member at Epic Trust Investment Advisors LLC on SEC Form ADV.

How much of Epic Trust Investment Advisors LLC does Jeffery Paul Lewis own?

Form ADV reports a beneficial ownership band of Under 5%.

Epic Trust Investment Advisors LLC

TitleManaging Member
OwnershipUnder 5%
Control personYes
Since2015

Epic Trust Investment Advisors LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2020