AdFi
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JDL Advisers

SEC Registered
Newport Beach, CA949-752-9096
Assets Under Management
$1B–$5B
Office Locations
1 office
Total Accounts
7943

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Leadership

John Derek Lewis
PRESIDENT,CEO, DIRECTOR

Office locations

1 office in 1 state
CA
Newport BeachHQ

Advisors at this firm

12 advisors in the directory

Regulatory & compliance

CRD number
#122307
SEC Number
801-67339
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Minimum: $100,000

Data as of August 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. JDL Advisers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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JDL Advisers in Newport Beach, CA - Fees & Services