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Jdl Securities Corporation.


Jdl Securities Corporation is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
The firm’s highly disciplined roadmap to success builds on extensive experience and incorporates sensible balance and diversification into each of its clients’ investment programs. The guiding philosophy puts strong emphasis on all weather portfolios with liquidity and multiple options to insulate clients against any unforeseeable change in circumstances. As a full service broker or dealer, JDL conducts a general securities business that includes stocks, bonds, municipal securities, and mutual funds. JDL clients take full advantage of the firm’s extensive experience in investment analysis and due diligence for products in these categories. Additionally, JDL brings its clients solid expertise in the selection of financial and investment advisory management.
 
JDL relies on carefully selected and constantly monitored investment portfolios that are customized to each individual need in protecting and building a client’s life estate. Areas of special expertise include the handling of lump sum distributions from qualified retirement plans by means of developing a personalized IRA rollover portfolio. JDL is experienced and has expertise in the handling of trustee services. Furthermore, the firm is knowledgeable in planned giving and the use of Charitable Trusts.
 
JDL provides highly personalized service, specializing in individual and small business owners and investors with a team effort approach. They work closely with the client’s accountant and attorney so that a consensus of qualified counsel can be achieved. Regular portfolio and client reviews are another important part of the firm’s ongoing services.
To maintain its objectivity, JDL is by choice an independent firm with absolutely no in house products to market. The Company has a strong tradition of leadership, service and contributions. The company’s mission is bringing comfort to customers, supporting business and commerce, and building strong communities.

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