Chief Executive Officer · JDL Advisers
Robert W. Knutsen
CRD 5639871 · 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 Robert W. Knutsen on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- JDL AdvisersChief Executive OfficerWealth manager · Newport Beach, CA · $2.3B in regulatory assets
AtlasMembers
Robert’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
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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
- 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 Robert 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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.