Jderek Lewis & Associates Inc
Legal Name: J.DEREK LEWIS & ASSOCIATES, INC.
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Jderek Lewis & Associates Inc is legally known as J.DEREK LEWIS & ASSOCIATES, INC.. It is a CA Corporation. This firm has 8 employees, of which 8 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Dec 4, 2006.
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Home Our Services Contact Us Our Team (949) 752-9096 A Relationship of TrustA Legacy That Transcends Creating peace of mind through individualized long-term financial planning. Core Values At JDL Advisers, we realize that our past and future successes result from a vision of excellence and the value…
Direct Owners
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DOUGLAS GLENN HYEPOCK
VICE PRESIDENT owns more than 10% but less than 25%
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JOHN DEREK LEWIS
PRESIDENT; DIRECTOR owns more than 25% but less than 50%
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KATHRYN ELIZABETH ESPINILI
CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%
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KELLY ALLAN DUNAGAN
VICE PRESIDENT owns more than 10% but less than 25%
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NANCY KAY LEWIS
SECRETARY owns less than 5%
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RENY VESSELA GREENLEAF
CHIEF FINANCIAL OFFICER owns more than 5% but less than 10%
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RION JAMES DALBY
FINANCIAL ADVISER - OWNER owns more than 5% but less than 10%
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ROBERT WAYNE KNUTSEN
CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%