J

Joshua Lewis's
email & phone

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Current Position:

Financial Advisor Assistant at Wealth Enhancement

Experience:

6 years

Location:

Houston, Texas

How to contact Joshua Lewis

Last updated:2025-08-08
emailj*****s@wealthenhancement.com
phone+1-***-***-3821
LinkedIn
GitHub
YouTube
Skype
Instagram

Analytics

According to LinkedIn Joshua Lewis started working on 2019, then the employee has changed 3 companies and 3 jobs. On average, Joshua Lewis works for one company for 1 year 3 months. Joshua Lewis has been working as a Financial Advisor Assistant for Wealth Enhancement for 304 days. If you are interested in this candidate, contact him directly by using contact details provided by SignalHire.

Work Experience

Financial Advisor Assistant at Wealth Enhancement

Nov 2024 - Current

Portfolio Analyst at Westwood Holdings Group, Inc.

Mar 2021 - Nov 2024

Financial Planning Intern at Ameriprise Financial Services, LLC

Oct 2020 - Mar 2021

Finance Intern at Houston-Galveston Area Council

May 2019 - Jun 2019

Education

Bachelor of Business Administration - BBA at University of Houston, C.T. Bauer College of Business

Oglethorpe University

Current Company Information Wealth Enhancement

Name: Wealth Enhancement

Speciality: Financial Planning, Investment Management, Tax Strategies, Risk Management, Insurance, Estate Planning, Group Retirement Plan Consulting, Retirement Income Planning

Location: Plymouth, Minnesota, United States

Employees: 500-1000

Description: In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to cli...

Frequently Asked Questions

How long has Joshua Lewis been working as a Financial Advisor Assistant?

Joshua Lewis's total experience in various companies as a Financial Advisor Assistant 10 months.

What is Joshua Lewis's minimum period of employment in the companies?

Joshua Lewis's minimum period of employment in various companies is 1 month.

What is Joshua Lewis's average duration of employment for different companies?

On average, Joshua Lewis works for one company for 1 year 5 months

What industries has Joshua Lewis worked in?

Joshua Lewis works in the Financial Services. Previously, Joshua Lewis worked in the Government Administration.

What positions has Joshua Lewis held before?

Previously, Joshua Lewis worked as a Portfolio Analyst, and Financial Planning Intern, and Finance Intern.

How do I contact Joshua Lewis?

Joshua Lewis's email address is j*****s@wealthenhancement.com, phone number is +1-***-***-3821. Sign up to get contact details.

Who is the President/CEO/Director of the Wealth Enhancement?

The President/CEO/Director of the Wealth Enhancement is Steve Petcovic

Who are Joshua Lewis's peers at other companies?

Joshua Lewis's peers at other companies are Suzanne Shealy and Nadene Louw and Amy Kershaw
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Joshua Lewis Namesakes

Name
Company
Position
J
JLR Health and Fitness LLC
Personal Trainer
J
carmeuse lime
maintenance planner
J
Senior Field Service Engineer
J
Simply Fresh Cuisine
Chef
J
WBLP Data Center Operations Technician L2

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Other employees at Wealth Enhancement

Name
Company
Position
R
Senior Vice President / Financial Advisor
R
Senior Vice President, Financial Advisor
S
Senior Vice President, Financial Advisor
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