Kelly Dunagan
Kelly Dunagan is a registered investment advisor at J.derek Lewis & Associates, INC., based in Newport Beach, CA, with 21 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,459 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J. Derek Lewis & Associates (JDLA) offers investment advice for a fee, calculated as a percentage of the value of your investments. The exact fee is specified in your Investment Management Agreement. If JDLA uses a third-party money manager, the total fees from JDLA and the third-party manager will not exceed 1.5% per year. Fees are paid quarterly, either in advance or after the quarter, depending on the billing platform. The advisory fees paid to JDLA are separate from the fees and expenses charged by the mutual funds themselves.
Location
1001 Dove Street, Suite 160, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kelly is an insurance agent affiliated with J. Derek Lewis & Associates, selling accident/health, life, disability, and variable contracts insurance.
Employment History
Current Registrations
J.derek Lewis & Associates, INC.
Jdl Securities CorporationBroker
State Registrations20 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.