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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client 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

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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