J.derek Lewis & Associates, Inc.
1001 DOVE STREET, Newport Beach, California 92660-2820
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
and the JDLA investment advisory fee, these Clients are not billed more than 1.50% per annum for the combined services on these accounts. There are other fees such as brokerage commissions and fees; mutual fund fees charged by the mutual fund companies; custody fees; administrative, pro
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.