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Robert Wayne Knutsen

J.derek Lewis & Associates, Inc.

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About Robert Wayne Knutsen

Robert Knutsen is a registered investment advisor with J.derek Lewis & Associates, Inc. Robert is also an accident/health, life and fixed annuity contracts insurance agent affiliated with J.derek Lewis & Associates. Robert is a Registered Representative and has passed several exams, including the Series 66, Series 53, Series 24, Series 99TO, SIE, and Series 7. He is registered to practice in Arizona, California, Hawaii, Idaho, Kansas, Missouri, Nevada, North Carolina, Oregon, Texas, Utah, Virginia, and Washington. Robert's previous employment was with JDL Securities Corporation.

Firm Information

Robert Knutsen is currently registered with J.derek Lewis & Associates, Inc.. J.derek Lewis & Associates, Inc. is an investment advisor headquartered in Newport Beach, CA. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, other investment advisers, and individuals other than high-net-worth individuals. The firm has approximately $1.78 billion in regulatory assets under management.
J.derek Lewis & Associates, Inc.

1001 DOVE STREET

NEWPORT BEACH, CA 92660-2820

$1.78B

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Knutsen’s Registration & Firm History

CA

05/25/2021 - Present

J.derek Lewis & Associates, Inc. (NEWPORT BEACH CA)

CA

03/17/2009 - 09/17/2010

JDL SECURITIES CORPORATION (NEWPORT BEACH CA)

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Licenses & Designations

BOTH

Issued 04/06/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/16/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/03/2010

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Wayne Knutsen.
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