


J. Derek Lewis & Associates
Financial Services • Newport Beach, California, United States • 11-20 Employees
Company overview
| Headquarters | 1001 Dove St., Ste 155, Newport Beach, CA 92660, US |
| Phone number | +19497529096 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Life, Health, Investment Management, Endowments, Professionally Managed Accounts, Corporate Asset & Succession Planning, Disability & Long-Term Care Insurance, Foundations & Charitable Trusts, Nonprofit & Corporate Retirement Plans, Retirement & College Planning |
| Founded | 1980 |
| Employees | 11-20 |
| Socials |
Key Contact at J. Derek Lewis & Associates
Robert Knutsen
Chief Executive Officer
J. Derek Lewis & Associates Email Formats
J. Derek Lewis & Associates uses 1 email format. The most common is {first name} (e.g., john@jdla-advisers.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@jdla-advisers.com | 100% |
About J. Derek Lewis & Associates
J. Derek Lewis & Associates is an independent investment adviser firm established in 1980. We provide investment advisery services through discretionary or non-discretionary investment advice and financial planning. J. Derek Lewis & Associates specializes in designing portfolios around mutual funds and privately managed stock accounts. We interview and carefully select professional portfolio mangers with proven track records and monitor their performance against the client’s long term goals. We also offers a wide range of insurance products, and through our subsidiary Broker/Dealer, JDL Securities Corp, we have access to a full spectrum of marketable securities. We work closely with our client’s accountants, attorneys and qualified counsel to achieve a reasoned approach to meeting our client’s goal. We offer highly personalized customer care in order to achieve the maximum degree of satisfaction for our clients. As managing investments becomes more and more complex, sound advice and guidance becomes increasingly valuable. We strive to exceed our clients’ expectations in order to establish a new standard of excellence in the industry. We integrate the goals of the organization with the efforts of senior management, the board of directors, and legal and tax counsel. We then design portfolios for our corporate clients and charitable non-profit accounts. We assist in growing these accounts with a keen eye toward maximizing tax advantages and meeting fiduciary requirements.
J. Derek Lewis & Associates revenue & valuation
| Annual revenue | $941,105 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
J. Derek Lewis & Associates has 11 employees across 4 departments.
Departments
Number of employees
Funding Data
J. Derek Lewis & Associates has never raised funding before.
J. Derek Lewis & Associates Tech Stack
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Frequently asked questions
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