J. Derek Lewis
In 1991, Derek formed JDL Securities Corporation, a full-service broker dealer and a member of FINRA (formerly the NASD). Derek has extensive experience in investment due-diligence and expertise in providing the right asset allocation for each client and family household. Derek graduated from the University of Southern California with a B.S. degree in Finance. He gained significant securities experience working for Lester, Ryan & Co. while earning income to put himself through college. Immediately after college, Derek served as commissioned officer in the US Navy. He began his financial career in 1966 as a bank officer with Security Pacific National Bank and then entered the investment banking business in 1968 with Blyth Eastman Dillon, which later merged into Paine Webber. In 1979, Derek established J. Derek Lewis and Associates, a Registered Investment Advisor with the SEC and parent company of JDL Securities. Derek graduated in 1963 from the University of Southern California and holds a B.S. degree in Finance.
Derek and his wife, Nancy, were married in 1966 and have three adult children. He is involved in numerous community and church organizations, serving as a board member and officer. He has served on the NASD District 2 Committee and currently serves as a volunteer prison chaplain.
Kelly A. Dunagan, Jr.
Kelly joined JDL Securities in 2004. He specializes in evaluating, analyzing and organizing financial portfolios to assist his individual clients in reaching their financial goals and estate planning needs. He also directs the corporate asset and retirement plan division of JDL. Kelly designs asset allocations to meet corporate investment and savings goals, as well as implements and services corporate retirement plans of all types and sizes. He is also able to assist clients with their life insurance needs including term, whole and universal, annuity and long-term care options. Prior to joining the JDL team, Kelly was a sales and management executive for eight years with a medical and aerospace manufacturer. While attending college, he interned at the Santa Barbara County Jail as an Own Recognizance Investigator. Kelly graduated pre-law and pre-med from the University of California, Santa Barbara in 1996.
Kelly is an experienced outdoorsman and is married to Ashlee, a JDL associate as well. He has been a young adult church leader, served in mission outreaches around the world and is currently involved with organizations focused on disadvantaged and disabled children.
Doug G. Hyepock
Financial Advisor, CFPģ, ChFC
Doug comes to JDL Securities with extensive expertise in charitable gifting, financial advising and investment planning. Prior to joining JDL, Doug served as Vice President of the Foundation for Christian Stewardship, an affiliate of the National Christian Foundation. Formerly, he advanced his clientís financial objectives as an investment advisor with Charles Schwab & Company. Doug holds a B.A. in Organizational Communication from Arizona State University, and a M.A. in Theology from Fuller Theological Seminary. He has achieved the Certified Financial Planner, Certified Specialist in Planned Giving, and Chartered Financial Consultant professional designations. Doug is on the leadership team of Kingdom Advisors and a member of the Orange County Planned Giving Roundtable.
Doug resides with his wife, Amy, and four children in Ladera Ranch. He and his family are active members of their church.
Chief Executive Officer
Rob started with JDL Securities in 2007 as a student intern and was offered a full-time position with the JDL family upon his graduation in 2008. He graduated magna cum laude from Vanguard University of Southern California with a BA in Business Administration. Rob oversees our staff training and development, and our day to day operations. He brings the leadership, management, and vision essential to ensure that JDL provides our clients with a level of service and professionalism that exceeds their expectations. He specializes in client services, operations, and information technology. Additionally, Rob supports the compliance and financial departments as well as the client services area of the firm with his ability to manage the many facets of the investment business.
Rob is married and loves spending time with his wife Holly and his sons. Rob enjoys travelling anywhere tropical and cycling. He and his family are active members of their church and volunteers for Royal Family Kids Camp for abused and neglected children.
Chief Compliance Officer
Kathe began working with Derek Lewis in 1990 and assisted in the formation of JDL Securities Corporation in 1991. She specializes in compliance, technology and troubleshooting issues, as well as keeping up with the many books and records required for a securities brokerage firm. Kathe has been licensed as a Registered Representative since 1984 and as a Registered Principal since 1993. Prior to coming to JDL, Kathe worked for several major brokerage firms including Oppenheimer & Co., Smith Barney, Drexel Burnham Lambert, and Shearson Lehman Hutton.
Kathe and her husband have two children. She is actively involved with the youth at her church and at the local high school, and volunteers with Boy Scouts of America. She also enjoys genealogy and researching family history.
Financial and Operations Principal
Chief Financial Officer
Reny joined JDL Securities at the beginning of 2008 after a 10-year career with Lifetime Guarantee Ministries. She brings an impressive financial and accounting background to JDL Securities and quickly assisted with the conversion of new accounting software and back office operations. Reny also passed her securities licensing exams to be a Registered Representative, FinOp and Registered Principal. Originally from Bulgaria, Reny moved to Fort Worth to pursue an undergraduate degree in Economics, and later obtained a Masterís in theology from Southwestern Baptist Theological Seminary and an MBA from the Neeley School of Business at Texas Christian University.
Reny is an extrovert who loves to meet people, travel, worship and serve in her church. She is married to Don and they have a beautiful little girl.
Correspondent Liaison Manager
Joining JDL Securities in 2006, Rion concentrates on assisting clients, entering trades and supporting the financial advisors. You will find him in our office very early in the morning ready to enter an order when the market opens at 6:30 A.M. Rionís computer expertise gives JDL clients the benefit of hypothetical analyses, asset mix tools, and allocation models for a clearer understanding and planning of their investment strategies. He initially entered the financial industry with Wells Fargo where he served clients in various areas including mortgage and refinance, debt consolidation, banking with short term investments, and savings and loans. Rion graduated from California State University, Long Beach, with a B.S. in Business Administration; specializing in Finance.
Rion is married and has three young children. He has served in childrenís ministry, worked with abused children at the Royal Family Kids Camp, and is an Eagle Scout.
Ed joins the JDL team with various experiences in the investment industry. His foundation was established in real estate investments and institutional REITs while at Green Street Advisors. He also worked in business development for debt and equity placements. Edís passion is to serve with utmost excellence and create tailored financial guidance which gives peace of mind, sense of good stewardship, and confidence in his clientsí financial future. Ed obtained a B.A. in Finance from the University of Colorado at Boulder while competing on the CU Golf Team. His sports accomplishments include Athlete of the Year, All-American honors in Golf, while achieving Big XII Commissionerís Honor Roll for his academic performance. Post college, Ed spent four years as a professional golfer on the PGA Tour of Canada, Nationwide and Developmental Tours.
Ed resides in Newport Beach and enjoys golfing, surfing, and reading on the beach. He is passionately serving his church and is active with the youth through YoungLife.
As a longtime family friend of Derek Lewis, Kelly was recruited to JDL in 2011. Kelly has extensive experience in client service and she actively assists the financial advisors in the day-to-day operations and specialty projects. She comes to us with a background in mortgage industry with an emphasis on residential sales and lending, and holds a California Real Estate Brokerís License. Kelly is currently studying for her securities licensing examinations as she works toward becoming a Registered Representative.
When not working, you can find Kelly spending quality time with her three children or enjoying her hobbies, which include photography, genealogy, music, traveling and snowboarding.
Brittani joined JDL Securities in 2010. She began working part-time to assist the office in transitioning from paper to electronic files, and later joined JDL full-time as a front office assistant. Prior to working at JDL Securities, Brittani worked helping other companies with their electronic databases, and was also a childcare provider for several families in the area. She received a B.A. in Social Ecology from the University of California, Irvine.
Brittani spends her free time with her friends and family, and loves to travel. She also serves in the India ministries at her church, and has had the privilege of going to India multiple times with them.