Reny vessela M Greenleaf
Investment adviser representative at Jdl Advisers
18 yearsExperience
4 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
18 years in the industry.
- Jdl AdvisersMay 2014 to now
- Greenleaf & Associates dbaSep 2010 to now
- J. Derek Lewis & AssociatesMay 2008 to now
- Jdl Securities CorporationJan 2008 to now
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, ID, KS, TX).
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
- 5479673
- Firm CRD
- 122307