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J. Derek Lewis & Associates, Inc

Financial Services

Specialities :
Investment management
Retirement & college planning
Corporate asset & succession planning
Nonprofit & corporate retirement plans
Endowments

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About J. Derek Lewis & Associates, Inc

What does J. derek lewis & associates, inc do?+

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 clients 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 clients...

What are J. derek lewis & associates, inc's specialties? +

Investment management,retirement & college planning,corporate asset & succession planning,nonprofit & corporate retirement plans,endowments,foundations & charitable trusts,professionally managed accounts,and life,health,disability & long-term care insurance

What is J. derek lewis & associates, inc's industry? +

J. derek lewis & associates, inc operates in the Financial services industry.

What is J. derek lewis & associates, inc's revenue? +

J. derek lewis & associates, inc's revenue is 11m - 100m

What is J. derek lewis & associates, inc's company size? +

J. derek lewis & associates, inc has 11 - 50 employees.

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