J. Derek Lewis & Associates, Inc. Information
Contact top employees from
J. Derek Lewis & Associates, Inc.
Summary
J. Derek Lewis & Associates is an independent investment adviser firm established in 1980. We provide investment advisery services through discretionary or non-discretionary investment advice and fina...Show more
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Investment Management, Retirement & College Planning, Corporate Asset & Succession Planning, Nonprofit & Corporate Retirement Plans, Endowments, Foundations & Charitable Trusts, Professionally Managed Accounts, Life, Health, Disability & Long-term Care Insurance
Founded
1980
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at J. Derek Lewis & Associates, Inc. shows a diverse range of experience levels:
8% have been with the company for less than 1 year15% for 1–2 years15% for 3–4 years15% for 5–7 years8% for 8–10 years38% have over 11 years of service at J. Derek Lewis & Associates, Inc.Contact top employees from
J. Derek Lewis & Associates, Inc.
Andrew Vidal
Investment Advisor
Mark Ferdi
Investment Adviser
Rion Dalby
Financial Adviser
Robert Knutsen
Chief Executive Officer
Kelly Dunagan
Financial & Investment Advisor
Kathe Espinili
Chief Compliance Officer & Partner
Sarah Mehta
Project Manager
Diana LaBruna
Investment Advisor
Camille Baer
Office Manager
