Douglas
Hyepock
J.Derek Lewis & Associates, Inc
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About this Advisor
Douglas Hyepock is a chartered financial consultant who works in Newport Beach, California with a total of 15 years of relevant experience. Hyepock is currently employed by J.Derek Lewis & Associates, Inc. Throughout their career, they have worked at Jdl Securities Corporation, J. Derek Lewis & Associates, Inc and Douglas G. Hyepock. Hyepock holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in Arizona, California, Colorado, Georgia, Idaho, Kansas, Michigan, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Utah and Washington. J.Derek Lewis & Associates, Inc is a financial advisory business operating out of Newport Beach, CA. It has $1 billion in total assets across its 6,979 accounts, making it one of the larger investment advisory firms in the United States by assets under management. The firm serves 89 charitable organizations. Of its 6,979 client accounts, just 11% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The business offers a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually vary depending on the type of services offered. Fee types charged by J.Derek Lewis & Associates, Inc most likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J.Derek Lewis & Associates, Inc Brokerage Details
$1,255,568,234
9
6,979
$179,907
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Douglas Hyepock Work History
Douglas has been registered as a financial advisor for 15 years.*
Douglas G. Hyepock
Jdl Securities Corporation
J. Derek Lewis & Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Douglas Hyepock to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J.Derek Lewis & Associates, Inc
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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