JDL Securities Corporation
Firm details
- Headquarters
- Newport Beach, California
- CRD number
- 28131
- Registered since
- March 18, 1991
- Website
- www.jdlsecurities.com
Firm profile
FINTRXOverview
JDL Securities Corporation is registered with the SEC and has been active since 1991. The entity is organized as a corporation with ownership identified as a domestic entity and an individual. Regulatory and internal classifications in the available data are listed as unclassified. The profile data indicates the firm does not operate as a capital allocator, is not positioned as a multi-state adviser, and is not flagged as an active ESG investor. It is also not identified as a newly formed adviser, a pension consultant, or a related adviser. No further detail about the firm’s specific business lines or advisory activities was provided in the source material.
Assets & Accounts
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
Owners & executives
3 of 3
Reny Vessela Greenleaf
Chief Financial OfficerCRD 5479673
Kathryn Espinili
Chief Compliance OfficerCRD 1220070
Robert Knutsen
Chief Executive OfficerCRD 5639871
Contacts
3 of 7
Mark Ferdi
Investment AdviserCRD 7146341

Jessica Viale
Investment Adviser RepresentativeCRD 7982752

Rion Dalby
Operations ManagerCRD 5122686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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