Diana Theresa Labruna
Investment adviser representative at Jdl Advisers
10 yearsExperience
5 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
10 years in the industry.
- Jdl AdvisersApr 2024 to now
- J. Derek Lewis & Associates, Inc.Nov 2023 to now
- Jdl Securities CorporationNov 2023 to now
- Not EmployedOct 2023 to Oct 2023
- 49 Wealth ManagementAug 2023 to Sep 2023
- Pks InvestmentsAug 2023 to Sep 2023
- The Siegfried Group, LLPOct 2022 to Feb 2023
- The Siegfried Group, LLPJun 2022 to Aug 2022
- University of WashingtonAug 2019 to Jun 2023
- All That Dance CompanySep 2017 to Jul 2021
- Corona Del Mar High SchoolAug 2013 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (CA, GA, HI, ID, NC).
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
- 7796337
- Firm CRD
- 122307