Reny Vessela Greenleaf, financial advisor Newport Beach CA
93 score

Reny Vessela Greenleaf

CRD Number: 5479673
Current Firm: J.derek Lewis & Associates, Inc.

Reny Vessela Greenleaf (CRD# 5479673) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Greenleaf & Associates Dba Fort Worth, TX Sep 2010 - Current 6
J. Derek Lewis & Associates Newport Beach, CA May 2008 - Current 8
Jdl Securities Corporation Newport Beach, CA Jan 2008 - Current 8
Pais Usa Arlington, TX Sep 2010 - Feb 2013 2
Eagles Nest Ministires Santa Ana, CA Aug 2009 - Feb 2013 3
Grace S. Nicholaou, Cpa Huntington Beach, CA Nov 2009 - Aug 2010 < 1
Change Your Life Daily, Inc. (non-profit) Newport Beach, CA May 2009 - Aug 2010 1
Lifetime Guarantee, Inc. Fort Worth, TX Sep 1998 - Dec 2007 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Reny Vessela M. Greenleaf
Phone Number: 949-752-9096
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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