Unclaimed Profile

Andrew Joseph Vidal

J.DEREK LEWIS & ASSOCIATES, INC.·NEWPORT BEACH, California

SIE, Series 7, Series 66CFPClean record8 years registeredJ.DEREK LEWIS & ASSOCIATES, INC.

1001 DOVE STREET, NEWPORT BEACH, CA 92660-2820CRD# 6877943Firm CRD# 122307

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Joseph Vidal · NEWPORT BEACH, CA

Registration

CRD #6877943 · J.DEREK LEWIS & ASSOCIATES, INC. · 8 years registered

Brand Profile

Not yet started

Career History

JDL ADVISERS

Feb 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 22, 2018

Years registered · 8

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

J.DEREK LEWIS & ASSOCIATES, INC.

CRD 122307 · SEC 801-67339

AUM

$1.8B

Regulatory assets under management

Employees

7,459 client accounts

Services offered by J.DEREK LEWIS & ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at J.DEREK LEWIS & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Joseph Vidal offer?

Andrew Joseph Vidal specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Andrew Joseph Vidal's credentials?

Andrew Joseph Vidal holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Joseph Vidal located?

Andrew Joseph Vidal is based in NEWPORT BEACH, California, working with J.DEREK LEWIS & ASSOCIATES, INC.. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Andrew Joseph Vidal charge for services?

Andrew Joseph Vidal's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is J.DEREK LEWIS & ASSOCIATES, INC.?

J.DEREK LEWIS & ASSOCIATES, INC. has approximately 11 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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