Jacob Lewis
Endeavor Advisors · Houston, Texas
Jacob Lewis is a fee-only financial advisor at Endeavor Advisors in Houston, Texas, who holds the CFP and ChFC credentials. Endeavor Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Endeavor Advisors |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $559.5M across 447 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TX · CRD 2867212 |
| Exams passed | Series 63 (1997) · Series 65 (2002) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | endeavor-advisors.com |
| Profile |
How Jacob's firm compares
- Endeavor Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 447 accounts).
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Questions about Jacob
Is Jacob Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Endeavor Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob's firm, Endeavor Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jacob Lewis based?
Jacob Lewis is based in Houston, Texas.
What credentials does Jacob Lewis hold?
Jacob Lewis holds the CFP and ChFC credentials.
Is Jacob Lewis registered with the SEC?
Yes. Jacob Lewis is registered as an investment adviser representative in TX (CRD 2867212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Endeavor Advisors manage?
Endeavor Advisors reports $559.5M across 447 accounts in assets under management.
How do I contact Jacob Lewis?
Through Jacob's website, endeavor-advisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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