JDL Advisers

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.1B

92% of AUM

Avg account

$287K

Accounts

7,943

Employees

Advisory reps

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

FINTRX

Overview

JDL Advisers is an independent, individual-owned registered investment adviser that has been SEC-registered since 2006. The firm operates as a capital allocator for both individual and family clients as well as institutional accounts. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. JDL Advisers also conducts insurance brokerage activities alongside advisory work. Fee arrangements are flexible, combining a percentage-of-AUM model with hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor, and it is not structured as a multistate or newly formed adviser in the available filings. Its business and industry affiliations include relationships with broker-dealers, insurance companies, and pension consulting networks.