JDL Advisers
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 122307
- Registered since
- December 4, 2006
- Website
- www.jdla-advisers.com
- Custodians
- CAPITAL CLIENT GROUP, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI46.54%
- Individuals36.54%
- Pension & Profit Sharing Plans7.34%
- Charitable Organizations4.97%
- Corporations / Businesses3.24%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
JDL Advisers is an independent registered investment adviser organized as a corporation and operating as a capital allocator for both individual/family and institutional clients. The firm’s ADV lists portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers among its advisory activities. JDL Advisers also operates an insurance brokerage and maintains relationships with broker-dealers and insurance companies. The firm charges fees on a percentage-of-AUM basis and also uses hourly and fixed-fee arrangements. The ADV indicates the firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities22%
- State & Local Bonds1%
Owners & executives
3 of 3
Robert Knutsen
Chief Executive OfficerCRD 5639871
Kathryn Espinili
Chief Compliance OfficerCRD 1220070
Reny Vessela Greenleaf
Chief Financial OfficerCRD 5479673
Contacts
3 of 9
Diana Labruna
Client Service AssociateCRD 7796337
Mark Ferdi
Investment AdviserCRD 7146341
Rion Dalby
Operations ManagerCRD 5122686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$688M in ETFs
8%
$55.7M
78%
$632M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE BALANCED ETF (CGBL) | Capital Group | Active | Moderate Allocation | $50.8M | 1,337,192 | 7.38% |
Location
Newport Beach, CA
Orange
Location
Newport Beach, CA
Headquartered in Newport Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 3991 Mac Arthur Blvd
- Time zone
- PT (UTC-8)
- Office locations
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