John W. Lerew, III CFP^®

JW Lerew & Co., Inc.

2260 S Xanadu Wy, Ste 265
Aurora, CO 80014

FINANCIAL ADVISOR'S WEBSITE

jwlerewcompany.com

(303) 929-9491

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

fee based operation on money management of assets as well as consulting. Commission on Medigap Products and Life Insurance Products

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

jwlerewcompany.com

General

John Lerew is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at JW Lerew & Co., Inc. in Aurora, CO and the surrounding communities.

Financial Advisor Overview

Work with clients based on an initial financial planning process implemented through a customized written plan. The largest percentage of clients are professional woman and retired woman. The everyday operations of the practice is to monitor clients investments through a review process enabling all aspects of the client's financial needs to be addressed through ongoing communication.

Financial Advisor Experience

Please reference the company website: jwlerewcompany.com for experience, helpful financial videos and consultation

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Cltc

Insurance Licenses

Life insurance: CO.,CA.,NM.,WY., MS
Health/disability insurance: CO
Fixed annuities: MS, CO, CA, WY,NM
Variable annuities: CO,NM,CA

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Broker-Dealer Disclaimer

We hold assets at Pershing LLC through H. Beck Inc. and neither institutions are affiliated with JW Lerew and Company, Inc.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Career Change, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Real Estate, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances