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 organized as a corporation and has been SEC-registered since 1991. FINTRX classifies the firm as "unclassified" and lists the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not flag itself as an active ESG investor. FINTRX does not provide detail on the firm’s client segments, fee schedule, or specific advisory activities.
Assets & Accounts
Investments & Alternatives
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 3
Robert 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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