Jerald Lewis
HRC Wealth Management · Moscow, Idaho
Jerald Lewis is a fee-only financial advisor at HRC Wealth Management in Moscow, Idaho, who holds the CFP and PFS credentials. HRC Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | HRC Wealth Management |
|---|---|
| Based in | Moscow, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $487.4M across 1,845 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in ID · CRD 4483202 |
| Exams passed | Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.haydenross.com |
How Jerald's firm compares
- HRC Wealth Management's average account is about $264,000, from its Form ADV (assets managed divided by 1,845 accounts).
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Questions about Jerald
Is Jerald Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerald holds no broker registration, and HRC Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerald charge for financial advice?
Jerald's firm, HRC Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jerald Lewis based?
Jerald Lewis is based in Moscow, Idaho.
What credentials does Jerald Lewis hold?
Jerald Lewis holds the CFP and PFS credentials.
Is Jerald Lewis registered with the SEC?
Yes. Jerald Lewis is registered as an investment adviser representative in ID (CRD 4483202), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HRC Wealth Management manage?
HRC Wealth Management reports $487.4M across 1,845 accounts in assets under management.
How do I contact Jerald Lewis?
Through Jerald's website, www.haydenross.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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