Jdl Advisers

Firm record

As recorded in SEC IAPD

Firm CRD

122307

SEC number

801-67339

Firm type

RIA

Assets under management

$2.3B as of May 1, 2026

Website

www.linkedin.com/COMPANY/2863752 ↗

Phone

949-752-9096

Address

1001 Dove Street, Newport Beach, CA, 92660-2820

Advisors at this firm

12 in our index · page 1 of 1

• Rion James DalbyCRD 5122686 · Newport Beach, CA
  IA RegisteredBroker
• Kelly Allan DunaganCRD 4777170 · Newport Beach, CA
  IA RegisteredBroker
• Kathryn Elizabeth EspiniliCRD 1220070 · Newport Beach, CA
  IA RegisteredBroker
• Mark Anthony FerdiCRD 7146341 · Newport Beach, CA
  IA RegisteredBroker
• Reny Vessela M GreenleafCRD 5479673 · Newport Beach, CA
  IA RegisteredBroker
• Douglas Glenn HyepockCRD 2282539 · Newport Beach, CA
  IA RegisteredBroker
• Joshua James HenslickCRD 7739269 · Newport Beach, CA
  IA Registered
• Robert Wayne KnutsenCRD 5639871 · Newport Beach, CA
  IA RegisteredBroker
• Pierce Maxwell KramerCRD 8138236 · Newport Beach, CA
  IA Registered
• Diana Theresa LabrunaCRD 7796337 · Newport Beach, CA
  IA Registered
• Jessica VialeCRD 7982752 · Newport Beach, CA
  IA RegisteredBroker
• Andrew Joseph VidalCRD 6877943 · Newport Beach, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.