Financial ADVSR advisor directory · SEC adviser records
Jdl Advisers financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Jdl Advisers office in Newport Beach, A to Z.
The short answer
12 registered advisors work at Jdl Advisers in Newport Beach, out of 12 at the firm nationwide; it ranks number 29 in the city by advisors. 1 list the CFP designation and 9 are also registered broker representatives.
Jdl Advisers advisors in Newport Beach, A to Z
Every Jdl Advisers advisor →- Rion J. DalbyAlso a broker rep
- Kelly A. Dunagan Jr.Also a broker rep
- Kathryn E. EspiniliAlso a broker rep
- Mark A. FerdiAlso a broker rep
- Reny Vessela M. GreenleafAlso a broker rep
- Joshua J. HenslickInvestment adviser rep
- Douglas G. HyepockChartered Financial Consultant · Also a broker rep
- Robert W. Knutsen IIAlso a broker rep
- Pierce M. KramerInvestment adviser rep
- Diana T. LabrunaInvestment adviser rep
- Jessica VialeAlso a broker rep
- Andrew J. VidalCertified Financial Planner · Also a broker rep
Jdl Advisers advisors in every city and state →Jdl Advisers: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 202Merrill Lynch, Pierce, Fenner & Smith Incorporated 190Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 82UBS Financial Services Inc. 78LPL Financial LLC 64J.P. Morgan Securities LLC 60Wells Fargo Clearing Services, LLC 58Creative Planning Institutional Advisors, LLC 48Charles Schwab & Co., Inc. 40Cetera Investment Advisers LLC 39Stifel, Nicolaus & Company, Incorporated 38
Questions
How many financial advisors does Jdl Advisers have in Newport Beach?
12 investment adviser representatives are registered at Jdl Advisers offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 12 nationwide. 1 list the CFP designation and 9 are also registered as broker representatives.
Is Jdl Advisers one of the largest advisor employers in Newport Beach?
Jdl Advisers ranks number 29 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 202.
How do I check a Jdl Advisers advisor in Newport Beach?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Jdl Advisers office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.