Unclaimed Profile

Reny Vessela M Greenleaf

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

SIE, Series 7, Series 24, Series 27, Series 66, Series 99TOClean record18 years registeredJ.DEREK LEWIS & ASSOCIATES, INC.

1001 DOVE STREET, NEWPORT BEACH, CA 92660-2820CRD# 5479673Firm CRD# 122307

Profile Verification

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

Identity

Reny Vessela M Greenleaf · NEWPORT BEACH, CA

Registration

CRD #5479673 · J.DEREK LEWIS & ASSOCIATES, INC. · 18 years registered

Brand Profile

Not yet started

Career History

JDL ADVISERS

Apr 2014 – present

JDL SECURITIES CORPORATION

Mar 2008 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 27

Series 66

Series 99TO

Registration record

First registered · March 21, 2008

Years registered · 18

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 Reny Vessela M Greenleaf offer?

Reny Vessela M Greenleaf specializes in Investment Management, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Reny Vessela M Greenleaf's credentials?

Reny Vessela M Greenleaf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Reny Vessela M Greenleaf located?

Reny Vessela M Greenleaf 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 Reny Vessela M Greenleaf charge for services?

Reny Vessela M Greenleaf'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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