Best Investors
Account
Sign in
Best Investors
Account
Sign in
Jdl Advisers CRD 122307
$2.28B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-08-06 |
| MN | RA | APPROVED | 2026-08-06 |
| NY | RA | APPROVED | 2026-08-06 |
| SC | RA | APPROVED | 2026-08-06 |
| WI | RA | APPROVED | 2026-08-06 |
| NM | RA | APPROVED | 2025-07-14 |
| KY | RA | APPROVED | 2025-03-07 |
| VA | RA | APPROVED | 2025-03-07 |
| CA | RA | APPROVED | 2025-01-01 |
| CO | RA | APPROVED | 2025-01-01 |
| MI | RA | APPROVED | 2025-01-01 |
| NV | RA | APPROVED | 2025-01-01 |
| OR | RA | APPROVED | 2025-01-01 |
| WY | RA | APPROVED | 2024-06-03 |
| UT | RA | APPROVED | 2022-06-28 |
| NC | RA | APPROVED | 2022-06-27 |
| GA | RA | APPROVED | 2021-05-26 |
| ID | RA | APPROVED | 2021-05-25 |
| KS | RA | APPROVED | 2021-05-25 |
| MO | RA | APPROVED | 2021-05-25 |
| PA | RA | APPROVED | 2020-07-20 |
| AZ | RA | APPROVED | 2015-05-14 |
| WA | RA | APPROVED | 2015-04-30 |
| TX | RA | APPROVED | 2014-05-26 |
Branch Locations
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jdl Securities Corporation | Newport Beach | CA | 01/2008 | Present |
| J. Derek Lewis & Associates, Inc. | Newport Beach | CA | 01/2008 | Present |
| Douglas G. Hyepock | Newport Beach | CA | 04/2009 | Present |
LIFE AND VARIABLE CONTRACTS INSURANCE AGENT AFFILIATED WITH J. DEREK LEWIS & ASSOCIATES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 1992-12-04 |
Reach out to this advisor