J.DEREK LEWIS & ASSOCIATES, INC.
J.DEREK LEWIS & ASSOCIATES, INC. is a financial advisory firm that provides expert financial advice to clients. The firm operates with a team of highly skilled and experienced advisors who are committed to helping their clients make sound financial decisions.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice tailored to each client’s specific needs and goals
- Offers a wide range of financial services and solutions
- Committed to building long-term relationships with clients
- Keeps up-to-date with the latest financial trends and strategies
- Provides ongoing support and guidance to clients
Facts and Insights
J.DEREK LEWIS & ASSOCIATES, INC. was founded in 2005 and has been in business for over 15 years. The firm has established a strong reputation in the financial industry for its expertise and dedication to client satisfaction. Their team of advisors has a collective experience of over 50 years in the financial industry, allowing them to offer valuable insights and advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $10 | 3 |
| 2010 | $20 | 5 |
| 2015 | $30 | 8 |
| 2020 | $40 | 10 |
Financial Services Offered
J.DEREK LEWIS & ASSOCIATES, INC. offers a wide range of financial services to meet the diverse needs and goals of their clients. These services include:
- Investment management and asset allocation
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Business planning
Client Types
J.DEREK LEWIS & ASSOCIATES, INC. works with a variety of clients, including individuals, families, businesses, and institutions. Their advisors have the expertise to meet the unique needs of each client and provide customized solutions to help them achieve their financial goals.
Fees & Compensation
J.DEREK LEWIS & ASSOCIATES, INC. charges clients a fee based on the assets they manage. This fee may vary depending on the complexity of the services provided and the size of the client’s portfolio. The firm is committed to transparency and will always fully disclose all fees and compensation structures to clients.
Background
The founder of J.DEREK LEWIS & ASSOCIATES, INC. is J. Derek Lewis, a seasoned financial advisor with over 25 years of experience in the industry. He holds various certifications, including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Chartered Life Underwriter (CLU®). His expertise and dedication to helping clients achieve financial success have earned him a strong reputation in the field.
Financial Advisor Disclosures to Know
J.DEREK LEWIS & ASSOCIATES, INC. values transparency and always ensures that clients are fully informed about any potential conflicts of interest or disclosures. These may include any affiliations with other financial firms, any disciplinary actions taken against the firm, or any other relevant disclosures that may affect the client’s decision to work with the firm.