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JDL ADVISERS
J.DEREK LEWIS & ASSOCIATES, INC.
CRD 122307 · SEC 801-67339
1001 DOVE STREET, SUITE 155, NEWPORT BEACH, CA, 92660-2820, United States
Phone
949-752-9096
Fax
949-752-0631
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.11B
Team
10 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6315 | $831.8M |
| High net worth individuals | 1376 | $1.06B |
| Pension/profit sharing plans | 77 | $167.1M |
| Charitable organizations | 100 | $113.2M |
| Other investment advisers | 26 | $31.2M |
| Corporations/business entities | 49 | $73.8M |
States served
AZ, AR, CA, CO, GA, ID, KS, KY, MI, MT, NV, NM, NY, NC, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD