Chief Financial Officer · JDL Advisers
Reny Vessela M Greenleaf
CRD 5479673 · 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 Reny Vessela M Greenleaf on its Form ADV as Chief Financial Officer, a control person.
Firms and roles
- JDL AdvisersChief Financial OfficerWealth manager · Newport Beach, CA · $2.3B in regulatory assets
AtlasMembers
Reny’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
- 1 firmLocked
- 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)
- Kathryn E. EspiniliChief Compliance Officer, JDL Advisers
- Robert W. KnutsenChief Executive Officer, JDL Advisers
- Kelly A. DunaganFinancial Adviser, Owner, JDL Advisers
- Douglas G. HyepockFinancial Adviser, Owner, JDL Advisers
- Rion J. DalbyFinancial Adviser, Owner, JDL Advisers
2 more people named with Reny 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 Reny’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.