Juan Jose Lewis
Investment Adviser Representative at IP FINANCIAL ADVISORY SERVICES LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Juan Jose Lewis has worked in the securities industry since 2008. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in New York.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Less than $10,000 | 1.25% |
| $25,000 to $100,000 | 1.00% |
| $100,000 to $250,000 | 0.75% |
| Greater than $250,000 | 0.50% |
Firm-stated minimum; may be waived at the firm's discretion.
IP Financial Advisory Services LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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