JDL ADVISERS of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 122307). Regulatory assets under management: $2.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kathryn Elizabeth Espinili | CHIEF COMPLIANCE OFFICER | — |
| Reny Vessela M Greenleaf | CHIEF FINANCIAL OFFICER | — |
| Robert Wayne Knutsen | CHIEF EXECUTIVE OFFICER | — |
| Kelly Allan Dunagan | FINANCIAL ADVISER, OWNER | — |
| Douglas Glenn Hyepock | FINANCIAL ADVISER, OWNER; FINANCIAL ADVISER, OWNER, DIRECTOR | — |
| Rion James Dalby | FINANCIAL ADVISER, OWNER | — |
| Andrew Joseph Vidal | CORPORATE SECRETARY | — |
| Mark Anthony Ferdi | FINANCIAL ADVISER, OWNER | — |
| John Derek Lewis | FOUNDER, DIRECTOR | — |
| LEWIS JOHN DEREK | FOUNDER, DIRECTOR; PRESIDENT,CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR; PRESIDENT,CEO, DIRECTOR (+1 more) | — |
| PARKER LINDA SUSAN | CHIEF FINANCIAL OFFICER | — |
| LEWIS NANCY KAY | SECRETARY | — |
| ESPINILI KATHRYN ELIZABETH | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER,COO; COO | — |
| MADJARSKA RENY VESSELA T | CHIEF FINANCIAL OFFICER | — |
| GREENLEAF RENY VESSELA M | CHIEF FINANCIAL OFFICER | — |
| KNUTSEN ROBERT WAYNE | CHIEF EXECUTIVE OFFICER; CHIEF OPERATING OFFICER | — |
| DUNAGAN KELLY ALLAN | FINANCIAL ADVISER, OWNER; VICE PRESIDENT | — |
| HYEPOCK DOUGLAS GLENN | FINANCIAL ADVISER, OWNER, DIRECTOR; VICE PRESIDENT | — |
| DALBY RION JAMES | FINANCIAL ADVISER - OWNER; FINANCIAL ADVISER, OWNER | — |
| Vidal Andrew Joseph | CORPORATE SECRETARY | — |
| Ferdi Mark Anthony | FINANCIAL ADVISER, OWNER; FINANCIAL ADVISER/OWNER | — |