Jason Lewis

Executive Director at Atria Wealth Solutions - New York, NY, US

Jason Lewis's Colleagues at Atria Wealth Solutions
Patricia Solfaro

General Counsel

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Jeffrey Bruhm

Senior Advisor Recruiter

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Kris Kitchen

Senior Advisor Recruiter

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Paul Suzdak

Vice President

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Jeffrey Crystal

Head of Recruiting

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Kathy Comerford

Executive Director

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Guruprasad Sreedhar

Technical Lead, VP

Contact Guruprasad Sreedhar

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Jason Lewis's Contact Details
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***@atriawealth.com
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(XXX) XXX-XXXX
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888-566-1482
Location
Company
Atria Wealth Solutions
Jason Lewis's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, NY, US • 50 - 99 Employees
Financial Services

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Independent Broker/Dealer Independent Advisors Financial Services Financial Planning Wealth Management Firm Growth Consultants Holistic Integrated Wealth Management Solutions Practice Management Resources Financial Advisor Support Investment Advisory Corporate RIA Investment Programs for Banks and Credit Unions Innovative Technology Services Responsive and Agile Operating Model Comprehensive Suite of Products and Solutions Seasoned Practice Management Resources Direct Access to Senior Management Premium Service and Support fintech
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Frequently Asked Questions about Jason Lewis
Jason Lewis currently works for Atria Wealth Solutions.
Jason Lewis's role at Atria Wealth Solutions is Executive Director.
Jason Lewis's email address is ***@atriawealth.com. To view Jason Lewis's full email address, please signup to ConnectPlex.
Jason Lewis works in the Financial Services industry.
Jason Lewis's colleagues at Atria Wealth Solutions are Patricia Solfaro, Jeffrey Bruhm, Kris Kitchen, Paul Suzdak, Jeffrey Crystal, Kathy Comerford, Guruprasad Sreedhar and others.
Jason Lewis's phone number is 888-566-1482
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