Adam Lewis is an investment adviser representative (IAR) with state registration records since 2024, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-06-01 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2024-06-27 | 2026-05-27 | — |