Jeffrey Gelder Lewis, CLU®, ChFC®

Financial Advisor

Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Specializing in the Medical Market

As a specialist in the medical market, my team and I focus on developing financially sound strategies for physicians, surgeons, and other medical professionals. We are prepared to help you navigate the goals you have for you and your family from Residency to Retirement and beyond.

Associations and Memberships

  • Jeffrey Gelder Lewis is a board member of UUBAA the alumni group of the David Eccles School of Business
     
  • Board member of SKI UTAH

Designations

Chartered Life Underwriter (CLU®)

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)

The Chartered Financial Consultant® (ChFC®) program prepares advisors to meet the advanced financial planning needs of individuals, professionals and small business owners. They gain in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning.

Awards and Recognition

Jeffrey Gelder Lewis achieved Forum status for 2016, 2017, and 2018 an award achieved by only the top 5% of Northwestern Mutual's financial representatives nationally. 

National Association of Insurance and Financial Advisors Quality Award 2013-2015
Award recognizing commitment to excellence in service to clients and industry

Years of Experience

Representing Northwestern Mutual since 1997.

Education

Degree Major Institution
Bachelor of Arts Spanish University of Utah
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck