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-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

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

    Operations ManagerCRD 5122686

  • Mark Ferdi

    Mark Ferdi

    Investment AdviserCRD 7146341

  • Andrew Vidal

    Andrew Vidal

    Registered RepresentativeCRD 6877943

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
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