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

John W. Lerew, III CFP®

JW Lerew & Co., Inc.

2260 S Xanadu Wy, Ste 265
Aurora, CO 80014
(303) 929-9491


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: for experience, helpful financial videos and consultation

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • 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.

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


Helpful Financial Planning Resources