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Joseph Frederick Mcdonough

Lewis Asset Management

Lafayette, CA

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Current Employers
Lewis Asset Management

985 Moraga Rd. Suite 207, Lafayette, CA 94549 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-02
  • CA RA
    APPROVED
    Since 2025-05-02

Branch Locations

985 Moraga Rd. Suite 207, Lafayette, CA 94549 • 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
Blackrock Investments, Inc. New York NY 09/2006 01/2021
Blackrock San Francisco CA 04/2015 02/2023
Mechanic's Bank Lafayette CA 04/2023 Present
Lewis Asset Management, Llc Lafayette CA 05/2025 Present
  • 09/2006 → 01/2021
    Blackrock Investments, Inc.
    New York, NY
  • 04/2015 → 02/2023
    Blackrock
    San Francisco, CA
  • 04/2023 → Present
    Mechanic's Bank
    Lafayette, CA
  • 05/2025 → Present
    Lewis Asset Management, Llc
    Lafayette, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-13
S66 Uniform Combined State Law Examination 2001-09-06
S63 Uniform Securities Agent State Law Examination 1993-02-08
  • S65 Uniform Investment Adviser Law Examination
    2025-02-13
  • S66 Uniform Combined State Law Examination
    2001-09-06
  • S63 Uniform Securities Agent State Law Examination
    1993-02-08
Other Names
  • Joe Fred Mcdonough
  • Joseph Frederick Mcdonough
  • Joe Frederick Mcdonough

View on SEC IAPD

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Other Offices

ASAGE FINANCIAL LLC · LAFAYETTE, CA
BIG 7 VENTURES MANAGEMENT, LLC · LAFAYETTE, CA
PILTINGSRUD CAPITAL MANAGEMENT, LLC · LAFAYETTE, CA
SWIFT VENTURES · LAFAYETTE, CA
GARNER FINANCIAL MANAGEMENT · LAFAYETTE, CA
TRABD LLC · LAFAYETTE, CA
TPE MANAGER LLC · LAFAYETTE, CA
MAI CAPITAL MANAGEMENT, LLC · Lafayette, CA

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