J.DEREK LEWIS & ASSOCIATES, INC.

NEWPORT BEACH, California·9 registered advisors·CRD# 122307
SEC# 801-673390949-752-9096
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
9
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 ManagementWealth Management
04

Advisors at J.DEREK LEWIS & ASSOCIATES, INC.

9 registered advisors
Andrew Joseph Vidal
NEWPORT BEACH, California
CFP
Douglas Glenn Hyepock
NEWPORT BEACH, California
ChFC
John Derek Lewis
NEWPORT BEACH, California
Kathryn Elizabeth Espinili
NEWPORT BEACH, California
Kelly Allan Dunagan
NEWPORT BEACH, California
Mark Anthony Ferdi
NEWPORT BEACH, California
Reny Vessela M Greenleaf
NEWPORT BEACH, California
Rion James Dalby
NEWPORT BEACH, California
Robert Wayne Knutsen
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
9 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.