# JDL ADVISERS

JDL ADVISERS of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 122307
- Type: SEC-registered investment adviser
- SEC file number: 801-67339
- Location: 3991 MACARTHUR BLVD, NEWPORT BEACH, CA, 92660-3032
- Phone: 949-752-9096
- Latest filing: 2026-08-06
- Regulatory AUM: $2.3B
- Discretionary AUM: $2.1B
- Non-discretionary AUM: $171.1M
- Clients: 10
- Accounts: 7,943

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (21)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122307/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122307/similar
- Related entities: https://search.stillhousedata.com/firm/122307/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122307

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.