Kelly Allan Dunagan
Investment adviser representative at Jdl Advisers
22 yearsExperience
24 statesRegistered in
$2.3BFirm assets
19 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Kelly A. Dunagan, Jr.Apr 2009 to now
- Jdl AdvisersAug 2005 to now
- J. Derek Lewis & Associates, Inc.May 2005 to now
- Jdl Securities CorporationAug 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 24 states (AZ, CA, CO, GA, HI, ID, IL, KS, KY, MI, MO, MT, NC, NM, NV, NY, OR, PA, SC, TX, UT, VA, WA, WI).
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
- 4777170
- Firm CRD
- 122307