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Current Employers
Jdl Advisers

3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-11
  • CA RA
    APPROVED
    Since 2026-02-11

Branch Locations

3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Frisco TX 09/2024 02/2026
Medical City Dallas TX 02/2013 09/2024
Unemployment Newport Beach CA 03/2022 02/2023
Mayo Clinic Rochester MN 08/2021 03/2022
University Of Michigan Ann Arbor MI 08/2017 04/2021
Highland Park High School Dallas TX 08/2013 08/2017
Jdl Securities Corporation Newport Beach CA 02/2026 Present
J. Derek Lewis & Associates Newport Beach CA 02/2026 Present
  • 09/2024 → 02/2026
    Frisco, TX
  • 02/2013 → 09/2024
    Medical City
    Dallas, TX
  • 03/2022 → 02/2023
    Unemployment
    Newport Beach, CA
  • 08/2021 → 03/2022
    Mayo Clinic
    Rochester, MN
  • 08/2017 → 04/2021
    University Of Michigan
    Ann Arbor, MI
  • 08/2013 → 08/2017
    Highland Park High School
    Dallas, TX
  • 02/2026 → Present
    Jdl Securities Corporation
    Newport Beach, CA
  • 02/2026 → Present
    J. Derek Lewis & Associates
    Newport Beach, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
  • S66 Uniform Combined State Law Examination
    2025-09-04

View on SEC IAPD

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