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 registered with the SEC and has been active since 1991. The entity is organized as a corporation with ownership identified as a domestic entity and an individual. Regulatory and internal classifications in the available data are listed as unclassified. The profile data indicates the firm does not operate as a capital allocator, is not positioned as a multi-state adviser, and is not flagged as an active ESG investor. It is also not identified as a newly formed adviser, a pension consultant, or a related adviser. No further detail about the firm’s specific business lines or advisory activities was provided 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
  • 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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth