Skip to content

Douglas Glenn Hyepock

Investment adviser representative at Jdl Advisers
18 yearsExperience
24 statesRegistered in
ChFC®Designation
$2.3BFirm assets

Are you Douglas Glenn Hyepock? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

18 years in the industry.

  1. Jdl AdvisersMay 2014 to now
  2. Douglas G. HyepockApr 2009 to now
  3. J. Derek Lewis & Associates, Inc.Jan 2008 to now
  4. Jdl Securities CorporationJan 2008 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 24 states (AZ, CA, CO, GA, ID, IL, KS, KY, MI, MN, MO, NC, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA, WI, WY).

Jdl Advisers

Legal name: J.derek Lewis & Associates, Inc.

$2.3BAssets managed
7,943Clients
12Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2282539
Firm CRD
122307
Advisor's SEC record (opens in a new tab)
CallContact this firm