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 organized as a corporation and has been SEC-registered since 1991. Ownership is recorded as a combination of a domestic entity and an individual. The firm is listed as "unclassified" in available profiles and is not identified as a capital allocator. Key operational attributes that are disclosed include that JDL Securities Corporation does not register itself as an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser. Several customary profile fields — including client base, fee structure, detailed business activities, and advisory activities — were not provided in the source 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
  • Robert Knutsen

    Robert Knutsen

    Chief Executive OfficerCRD 5639871

  • Reny Vessela Greenleaf

    Reny Vessela Greenleaf

    Chief Financial OfficerCRD 5479673

  • Kathryn Espinili

    Kathryn Espinili

    Chief Compliance OfficerCRD 1220070

Contacts

3 of 7
  • Rion Dalby

    Rion Dalby

    Investment AdviserCRD 5122686

  • Mark Ferdi

    Mark Ferdi

    Investment AdviserCRD 7146341

  • Andrew Vidal

    Andrew Vidal

    Registered RepresentativeCRD 6877943

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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
3991 Mac Arthur Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth