Joseph Frederick Mcdonough
Investment adviser representative at Lewis Asset Management
20 yearsExperience
1 stateRegistered in
$387.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Lewis Asset Management, LLCMay 2025 to now
- Mechanic's BankApr 2023 to now
- BlackrockApr 2015 to Feb 2023
- Blackrock Investments, Inc.Sep 2006 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Lewis Asset Management
Legal name: Lewis Asset Management, LLC
$387.1MAssets managed
282Clients
5Advisers
6 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
- 2313201
- Firm CRD
- 143409