J.derek Lewis & Associates, Inc.
J.derek Lewis & Associates, Inc. (CRD# 122307) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,464,497,399 in 7,513 accounts and serve the financial needs of clients across 23 states (or territories).
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Total Assets Under Management1,464MILLION
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Total Number of Accounts7,513ACCOUNTS
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Average Account Value$194,928
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, CO, FL, GA, HI, ID, KS, MI, MO, MT, NC, NV, NY, OR, PA, SC, TN, TX, UT, VA, WA, WY
Rion Dalby (CRD# 5122686) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Kelly Dunagan (CRD# 4777170) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 19 years of experience in the finance industry.
Kathryn Espinili (CRD# 1220070) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.
Reny Vessela Greenleaf (CRD# 5479673) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.
Douglas Hyepock (CRD# 2282539) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 31 years of experience in the finance industry.
Robert Knutsen (CRD# 5639871) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 15 years of experience in the finance industry.
John Lewis (CRD# 308709) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 33 years of experience in the finance industry.
Andrew Vidal (CRD# 6877943) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 6 years of experience in the finance industry.
Mark Ferdi (CRD# 7146341) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has over 4 years of experience in the finance industry.
Joshua Henslick (CRD# 7739269) is an Investment Advisor Representative working at J.derek Lewis & Associates, Inc. in Newport Beach, CA and has 1 year of experience in the finance industry.