What departments does JDL Advisers have?

JDL Advisers has employees across 1 departments including Finance.

What is the largest department at JDL Advisers?

The largest department at JDL Advisers is Finance with 1 employees.

Where are JDL Advisers employees located globally?

JDL Advisers has employees across 1 continents and 1 countries including United States Of America.

How has JDL Advisers's team size changed over time?

JDL Advisers's team has grown from approximately 13 to 14 employees based on available data.

JDL Advisers Employee Directory

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.

JDL Advisers Global Highlights

North America
18

United States Of America
18

JDL Advisers's Leadership

R. K. R.
Chief Executive Officer
Mobile Phone
Email
B. C. C.
Investment Adviser
Mobile Phone
Email

JDL Advisers Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Legal
Other

Contact profiles from JDL Advisers

Name

Title

Contact

Location

Last Update

R. K. R.
Chief Executive Officer
Mobile Phone
Email
Aug 05, 2024
B. C. C.
Investment Adviser
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is JDL Advisers known for?

JDL Advisers was founded in 1980 and operates in the Financial Services industry. You can contact JDL Advisers's main corporate office by phone at

+1-949-752-****

. Explore JDL Advisers's company overview page for more information.

What is JDL Advisers's most common email format?

JDL Advisers employees' email format typically follows the pattern of First.Last@jdla-advisers.com. Trying to find reliable and up-to-date employee contact data? Find more JDL Advisers email formats with LeadIQ.

How many employees does JDL Advisers have currently?

JDL Advisers has approximately 15 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are JDL Advisers's key employees and leadership?

As of October 2026, JDL Advisers's key employees include:

Chief Executive Officer: R. K. R.
Investment Adviser: B. C. C.

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JDL Advisers Employee Directory

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