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Financial Adviser, Owner · JDL Advisers

Mark A. Ferdi

CRD 7146341 · 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 Mark A. Ferdi 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

Mark’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
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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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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)

2 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.