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 since 2006. The firm serves both individual/family and institutional clients and describes itself as a capital allocator and insurance broker in addition to providing advisory services. Its advisory offering includes discretionary portfolio management for individuals, small businesses and institutional clients, pension consulting, and selecting other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in the provided data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 100Active vs passive
$565M in ETFs
8%
$43.5M
79%
$522M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE BALANCED ETF (CGBL) | American Funds | Active | Moderate Allocation | $42.6M | 1,236,940 | 7.54% |
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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