Financial Adviser, Owner · JDL Advisers
Douglas G. Hyepock
CRD 2282539 · Named on Form ADV at one SEC-registered adviser
At a glance
JDL Advisers, an SEC-registered wealth manager based in Newport Beach, CA with $2.3 billion in regulatory assets, lists Douglas G. Hyepock on its Form ADV as Financial Adviser, Owner.
Firms and roles
- JDL AdvisersFinancial Adviser, OwnerWealth manager · Newport Beach, CA · $2.3B in regulatory assets
AtlasMembers
Douglas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
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- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 66
- Registered in
- 24 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Douglas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
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- Previous firms, with start and end dates
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- Employment history
- Locked
- States they’re registered in
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- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Kathryn E. EspiniliChief Compliance Officer, JDL Advisers
- Reny Vessela M GreenleafChief Financial Officer, JDL Advisers
- Robert W. KnutsenChief Executive Officer, JDL Advisers
- Kelly A. DunaganFinancial Adviser, Owner, JDL Advisers
- Rion J. DalbyFinancial Adviser, Owner, JDL Advisers
2 more people named with Douglas on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Douglas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.