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J.DEREK LEWIS & ASSOCIATES, INC.
J.DEREK LEWIS & ASSOCIATES, INC.
NEWPORT BEACH, California
·
10 registered advisors
·
CRD# 122307
SEC# 801-67339
0
949-752-9096
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at J.DEREK LEWIS & ASSOCIATES, INC.
10 registered advisors
Andrew Joseph Vidal
NEWPORT BEACH, California
CRD# 6877943
Douglas Glenn Hyepock
NEWPORT BEACH, California
CRD# 2282539
John Derek Lewis
NEWPORT BEACH, California
CRD# 308709
Kathryn Elizabeth Espinili
NEWPORT BEACH, California
CRD# 1220070
Kelly Allan Dunagan
NEWPORT BEACH, California
CRD# 4777170
Mark Anthony Ferdi
NEWPORT BEACH, California
CRD# 7146341
Nancy Kay Lewis
NEWPORT BEACH, California
CRD# 2351506
Reny Vessela M Greenleaf
NEWPORT BEACH, California
CRD# 5479673
Rion James Dalby
NEWPORT BEACH, California
CRD# 5122686
Robert Wayne Knutsen
NEWPORT BEACH, California
CRD# 5639871
05
Office Locations
NEWPORT BEACH, California
10 advisors
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Data sourced from SEC Form ADV filings. J.DEREK LEWIS & ASSOCIATES, INC. (CRD# 122307) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.