Jessica Viale
Investment adviser representative at Jdl Advisers
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Jdl AdvisersFeb 2026 to now
- J. Derek Lewis & AssociatesFeb 2026 to now
- Jdl Securities CorporationFeb 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to Feb 2026
- UnemploymentMar 2022 to Feb 2023
- Mayo ClinicAug 2021 to Mar 2022
- University of MichiganAug 2017 to Apr 2021
- Highland Park High SchoolAug 2013 to Aug 2017
- Medical CityFeb 2013 to Sep 2024
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7982752
- Firm CRD
- 122307