Jerald Lewis has been Chief Compliance Officer/ Managing Member of HRC Wealth Management since July 2012, is a control person of the firm and directly owns under 5% of it. Jerald Lewis holds a BS in Business with an emphasis in Accounting from the University of Idaho.
HRC Wealth Management, LLC is a Moscow, ID firm with $487M under management, 878 clients and 8 advisers in one office, as of its March 2026 filing.
Brad Lewis is Managing Partner at Hayden Ross, based in Moscow, Idaho. He started working at Hayden Ross in 1990. His areas are business consulting and accounting, business and individual taxation, and personal financial planning. He has been President of both the Idaho State Board of Accountancy and the Idaho Society of CPAs.
- HRC Wealth Management, LLCCurrent– present · 26 yearsMoscow, ID · Adviser representative · Firm CRD 117212
Professional designations
Listed by HRC Wealth Management
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jerald Lewis is registered as an investment adviser representative in Idaho, since December 1999.
- IdahoSince 17 December 1999
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jerald Bradley Lewis
- CRD
- 4483202
- Firm
- HRC Wealth Management · CRD 117212
- Role
- Chief Compliance Officer/ Managing Member
- Office
- 315 S. ALMON, Moscow, ID 83843
- Registration
- Investment adviser registration
- In the industry since
- December 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- haydenross.com
Where does Jerald Lewis work?
Jerald Lewis has been Chief Compliance Officer/ Managing Member of HRC Wealth Management, LLC since July 2012, and is a control person of the firm.
Is Jerald Lewis a financial advisor?
Yes. Jerald Lewis has a current investment-adviser registration in Idaho, through HRC Wealth Management since December 1999.
How many years of experience does Jerald Lewis have?
Jerald Lewis has 26 years in the financial industry, since December 1999, across 1 adviser firm.
What exams has Jerald Lewis passed?
Jerald Lewis passed the Series 65 in December 1999.
Where is Jerald Lewis based?
Jerald Lewis’ registered office is in Moscow, ID.
Is Jerald Lewis registered with FINRA?
No. Jerald Lewis has no current broker registration.
Is Jerald Lewis a CFP?
HRC Wealth Management lists Jerald Lewis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jerald Lewis’ record?
Search CRD 4483202 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jerald Lewis’ full registration record.
