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Financial Services Institute

At the Financial Services Institute (FSI), our vision is that all individuals, regardless of their level of wealth, have access to competent and affordable financial advice, products and services delivered through an independent financial advisor. And our strategy supports our mission and vision through vigorous engagement in the electoral and regulatory process and effective influence on the legislative process.

FSI’s members are keenly aware of the need to strengthen financial literacy. We believe our 100+ financial services firms and 35,000 financial advisor members can bring a great deal of value to the Jump$tart Coalition and consumers of all ages.

Robert E. Lewis, Jr.
Vice President, Legislative Affairs
Financial Services Institute, Inc.
607 14th St NW Suite 750
Washington, DC 20005
Direct – 202-803-5149
Cell – 202-304-3740
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