Unclaimed Profile

John Gunnard Lewis

DORSEY, WRIGHT & ASSOCIATES, LLC·RICHMOND, Virginia

Series 2, Series 65Clean record23 years registeredDORSEY, WRIGHT & ASSOCIATES, LLC

3300 W LEIGH STREET, RICHMOND, VA 23230CRD# 2527797Firm CRD# 104925

Profile Verification

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

Identity

John Gunnard Lewis · RICHMOND, VA

Registration

CRD #2527797 · DORSEY, WRIGHT & ASSOCIATES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

NASDAQ DORSEY WRIGHT

Mar 2026 – present

DORSEY, WRIGHT & ASSOCIATES, LLC

Oct 2002 – Dec 2025

PASADENA, CA

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · October 23, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DORSEY, WRIGHT & ASSOCIATES, LLC

CRD 104925 · SEC 801-29045

AUM

$579M

Regulatory assets under management

Employees

824 client accounts

Services offered by DORSEY, WRIGHT & ASSOCIATES, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Nonprofits & Foundations

View all advisors at DORSEY, WRIGHT & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does John Gunnard Lewis offer?

John Gunnard Lewis specializes in Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are John Gunnard Lewis's credentials?

John Gunnard Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Gunnard Lewis located?

John Gunnard Lewis is based in RICHMOND, Virginia, working with DORSEY, WRIGHT & ASSOCIATES, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does John Gunnard Lewis charge for services?

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

How large is DORSEY, WRIGHT & ASSOCIATES, LLC?

DORSEY, WRIGHT & ASSOCIATES, LLC has approximately 25 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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