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Pierce Maxwell Kramer

Jdl Advisers

Newport Beach, CA

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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 2025-09-22
  • CA RA
    APPROVED
    Since 2025-09-22

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
J. Derek Lewis & Associates Newport Beach CA 07/2025 Present
Pacific Interwest Walnut Creek CA 07/2023 07/2025
Builder Services Network Irvine CA 07/2022 06/2023
Instant Cash Offer Orange CA 06/2022 07/2022
Oak Collectibles Tustin CA 03/2020 06/2022
Bos Marketing Irvine CA 03/2020 02/2021
Meathead Movers Santa Ana CA 09/2019 09/2019
Rei Tustin CA 10/2019 12/2019
Vanguard University Of Southern California Costa Mesa CA 09/2021 12/2023
Santiago Canyon College Orange CA 08/2019 05/2021
Torchbearers International Erseke 08/2018 04/2019
Foothill High School Santa Ana CA 09/2014 06/2018
None Santa Ana CA 07/2018 07/2018
None Santa Ana CA 05/2019 07/2019
  • 07/2025 → Present
    J. Derek Lewis & Associates
    Newport Beach, CA
  • 07/2023 → 07/2025
    Pacific Interwest
    Walnut Creek, CA
  • 07/2022 → 06/2023
    Builder Services Network
    Irvine, CA
  • 06/2022 → 07/2022
    Instant Cash Offer
    Orange, CA
  • 03/2020 → 06/2022
    Oak Collectibles
    Tustin, CA
  • 03/2020 → 02/2021
    Bos Marketing
    Irvine, CA
  • 09/2019 → 09/2019
    Meathead Movers
    Santa Ana, CA
  • 10/2019 → 12/2019
    Rei
    Tustin, CA
  • 09/2021 → 12/2023
    Vanguard University Of Southern California
    Costa Mesa, CA
  • 08/2019 → 05/2021
    Santiago Canyon College
    Orange, CA
  • 08/2018 → 04/2019
    Torchbearers International
    Erseke
  • 09/2014 → 06/2018
    Foothill High School
    Santa Ana, CA
  • 07/2018 → 07/2018
    None
    Santa Ana, CA
  • 05/2019 → 07/2019
    None
    Santa Ana, CA
Other Businesses

ACCIDENT/HEALTH AND LIFE INSURANCE AGENT AFFILIATED WITH J. DEREK LEWIS & ASSOCIATES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-22
S66 Uniform Combined State Law Examination 2025-02-25
  • S65 Uniform Investment Adviser Law Examination
    2025-09-22
  • S66 Uniform Combined State Law Examination
    2025-02-25
Other Names
  • Pierce Kramer

View on SEC IAPD

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PAAMCO PRISMA, LLC · NEWPORT BEACH, CA
COMPOSITION WEALTH, LLC · Newport Beach, CA
J.P. MORGAN SECURITIES LLC · NEWPORT BEACH, CA
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