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Jeremy L
Series 66
Motley, MN
Equitable Advisors
Jeremy Lewis is a financial advisor with Equitable Advisors, holding a Series 66 designation and three years of industry experience. Prior to joining Equitable Advisors in 2023, he worked at Falcon Financial Group and has held various roles in education and community organizations. He serves as Treasurer for the Motley Community Event Organization. Equitable Advisors provides financial planning, retirement consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through Investment Adviser Representatives and third-party managers, focusing on personalized risk assessment and portfolio management.
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