JDL Securities Corporation

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
10
Avg account
$0

Firm details

Headquarters
Newport Beach, California
CRD number
28131
Registered since
March 18, 1991

Firm profile

FINTRX

Overview

JDL Securities Corporation is incorporated and has been SEC-registered since 1991. Ownership is listed as a combination of a domestic entity and an individual. The firm's regulatory classification is recorded as unclassified. Operational descriptors in the snapshot indicate JDL Securities does not serve as a capital allocator, is not identified as an active ESG investor, and is not a multi-state adviser. It is also not listed as newly formed, a pension consultant, or a related adviser.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Reny Vessela Greenleaf

    Reny Vessela Greenleaf

    Chief Financial OfficerCRD 5479673

  • Kathryn Espinili

    Kathryn Espinili

    Chief Compliance OfficerCRD 1220070

  • Robert Knutsen

    Robert Knutsen

    Chief Executive OfficerCRD 5639871

Contacts

3 of 7
  • Mark Ferdi

    Mark Ferdi

    Investment AdviserCRD 7146341

  • Jessica Viale

    Jessica Viale

    Investment Adviser RepresentativeCRD 7982752

  • Rion Dalby

    Rion Dalby

    Operations ManagerCRD 5122686

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth