John W. Lerew, III CFP<sup>&reg;</sup> - Financial Advisor

John W. Lerew, III CFP®

CLTC®

JW Lerew & Co., Inc.

2946 S Paris St
Aurora, CO 80014-3115

JW Lerew & Co., Inc.

2946 S. Paris Street
Aurora, CO 80014
FINANCIAL ADVISOR'S WEBSITE
(303) 929-9491

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.

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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®
  • Other - Cltc

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

We hold assets at Pershing LLC thorough Atria and neither institution is affiliated with JW Lerew and Company, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Corporate Finance, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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Helpful Financial Planning Resources