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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-13-2002
- Office Locations
- 2
Office Locations
About JDL Advisers
JDL Advisers (J. Derek Lewis & Associates) is a Newport Beach, CA RIA providing individualized long-term financial planning and portfolio construction. The team supports accumulation and retirement income planning, tax-efficient strategy design, Social Security optimization, and estate/succession and insurance planning, coordinating with clients’ CPAs and attorneys. Also advises company retirement plans and charitable/endowment entities; custodies through Charles Schwab.
Team overview
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Investment Themes
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Owner & Executives
KELLY ALLAN DUNAGAN JR.
FINANCIAL ADVISER, Owner
- CRD
- #4777170
- Ownership
- 10% but less than 25%
DOUGLAS GLENN HYEPOCK
FINANCIAL ADVISER, Financial Advisor, Owner
- CRD
- #2282539
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Joshua James Henslick
Investment Advisor
- CRD
- #7739269
Pierce Maxwell Kramer
Client Service Associate, Investment Adviser
- CRD
- #8138236
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,105,481,381 | $268,078 |
| Non-Discretionary | $171,096,326 | $1,922,431 |
| Total | $2,276,577,707 | $286,614 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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