J.derek Lewis & Associates, Inc.

J.derek Lewis & Associates, Inc. (CRD# 122307) is a financial advisory firm headquartered in Newport Beach, CA. They manage $511,208,091 in 852 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    511
    MILLION
  • Total Number of Accounts
    852
    ACCOUNTS
  • Average Account Value
    $600,010
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, HI, TX, VA, WA

Financial Advisors at J.derek Lewis & Associates, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Douglas G. Hyepock
CRD#: 2282539
1001 Dove Street, Suite 155, Newport Beach, CA 92660
96
Wealthminder
score

Douglas Hyepock (CRD# 2282539) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 23 years of experience in the finance industry.

2
Rion J. Dalby
CRD#: 5122686
1001 Dove Street, Suite 155, Newport Beach, CA 92660
93
Wealthminder
score

Rion Dalby (CRD# 5122686) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 10 years of experience in the finance industry.

3
Kelly A. Dunagan
CRD#: 4777170
1001 Dove Street, Suite 160, Newport Beach, CA 92660
93
Wealthminder
score

Kelly Dunagan (CRD# 4777170) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 12 years of experience in the finance industry.

4
Kathryn E. Espinili
CRD#: 1220070
1001 Dove Street, Suite 155, Newport Beach, CA 92660
93
Wealthminder
score

Kathryn Espinili (CRD# 1220070) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 25 years of experience in the finance industry.

5
Reny Vessela M. Greenleaf
CRD#: 5479673
1001 Dove Street, Suite 155, Newport Beach, CA 92660
93
Wealthminder
score

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.

6
Joseph K. Kessel
CRD#: 3084333
1001 Dove Street, Suite 155, Newport Beach, CA 92660
93
Wealthminder
score

Joseph Kessel (CRD# 3084333) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 18 years of experience in the finance industry.

7
Robert W. Knutsen
CRD#: 5639871
1001 Dove Street, Suite 155, Newport Beach, CA 92660
93
Wealthminder
score

Robert Knutsen (CRD# 5639871) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 7 years of experience in the finance industry.

8
John D. Lewis
CRD#: 308709
1001 Dove Street, Suite 155, Newport Beach, CA 92660
93
Wealthminder
score

John Lewis (CRD# 308709) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 25 years of experience in the finance industry.

9
Edward E. Tandy-Mcglasson
CRD#: 6147711
1001 Dove Street, Suite 155, Newport Beach, CA 92660
90
Wealthminder
score

Edward Tandy-Mcglasson (CRD# 6147711) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 3 years of experience in the finance industry.

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