J. Derek Lewis & Associates, Inc. Email Format

Financial ServicesCalifornia, United States11-50 Employees

J. Derek Lewis & Associates, Inc. is an independent investment adviser firm established in 1980 that provides discretionary or non-discretionary investment advice along with financial planning. Based in Newport Beach, California, the firm designs portfolios around mutual funds and privately managed stock accounts, selecting and monitoring professional portfolio managers to align performance with clients’ long-term goals. It also offers a range of insurance products and operates through its broker-dealer subsidiary, JDL Securities Corp, to access a broad spectrum of marketable securities. The organization emphasizes collaboration with clients’ accountants, attorneys, and tax counsel to address fiduciary requirements and tax considerations while aiming to tailor portfolios for corporate and charitable accounts. With a focus on personalized client care, the firm integrates senior leadership and legal guidance to strive for a high standard of service in a complex investment environment.

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