JDL Securities is a full-service financial service dealer and provides security services to its clients. The firm specializes in financial and investment advisory management. Located in Newport Beach, Calif., it offers stocks, bonds, mutual funds, managed accounts, college planning and retirement solutions. The company provides a range of services to its clients, such as customer account form, Delaware charter distribution form and American funds forms. It works closely with the client's accountant and attorney. The company serves the individual and small business owners/investors.