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 a corporate advisory entity that has been SEC-registered since 1991. Ownership is reported as a combination of a domestic entity and an individual. The firm is listed as "unclassified" in the snapshot data and does not identify itself as a capital allocator. Reported attributes indicate JDL Securities does not profile itself as an active ESG investor, is not a multi-state adviser, and is not newly formed. It also does not identify as a pension consultant or a related adviser. The firm provided no detail on client segments, fee schedules, advisory activities, or broader business lines in the supplied data.
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 3RENY VESSELA GREENLEAF
Chief Financial OfficerCRD 5479673
KATHRYN ESPINILI
Chief Compliance OfficerCRD 1220070
ROBERT KNUTSEN
Chief Executive OfficerCRD 5639871
Contacts
3 of 7Mark 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
- 1001 Dove St
- Time zone
- PT (UTC-8)
- Office locations
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