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-structured financial firm that has been SEC-registered since 1991. FINTRX classifies the firm as "Unclassified" and notes its ownership as a combination of a domestic entity and an individual. The profile shows JDL Securities Corporation is not identified as a capital allocator and does not report activity as an ESG investor, multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm has not supplied details on client types, fee structures, business lines, or advisory services 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 3Robert Knutsen
Chief Executive OfficerCRD 5639871

Reny Vessela Greenleaf
Chief Financial OfficerCRD 5479673
Kathryn Espinili
Chief Compliance OfficerCRD 1220070
Contacts
3 of 7
Rion Dalby
Operations ManagerCRD 5122686

Mark Ferdi
Investment AdviserCRD 7146341

Andrew Vidal
Registered RepresentativeCRD 6877943
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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