Jeff Axt

Senior Registered Account Administrator

Jeff brings more than 35 years of operational, compliance and marketing experience in the investment services industry to the Lewis Financial Group, including over 12 years with Wells Fargo Advisors. His background and exposure to widely diverse and industry-leading client service contributes to the team’s efforts to bring the most exceptional experience to our clients. Jeff is here to assist the team and our clients in the development and implementation of sound financial plans and objectively manage the process towards their desired goals.

Jeff has led teams in multiple markets in the Virginia/North Carolina region with a focus on client-first initiatives and objectives.  He has worked with advisors on optimizing portfolio construction, implementation and review processes to fit their client’s financial goals. Jeff has led his support staff and their advisors to consistently seek delivering premium client experiences through collaboration and adhering closely to their service models. He has assembled and managed teams to plan and place effective regulatory working processes that allows for efficient servicing and managing of clients’ financial objectives and goals.

Jeff currently resides in Ashburn, Virginia and enjoys playing golf, visiting the many amazing wineries in Loudoun county and playing guitar.

Phone 703-288-1272
Fax 703-288-1276