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Investment Management

JD Wealth Management will work with you to make sure your various investment accounts are coordinated. Thereby seeking to reduce risks, 
expenses, and unnecessary taxes through professional management.



The client comes first. This fiduciary responsibility defines our relationship with clients and becomes the basis of the advice we give. This core principle is the foundation of our business as we work to understand our clients' needs, offer informed advice and execute strategies that strive to generate excess returns and provide world-class client solutions.



Personal attention, Global Reach

At JD Wealth Management, you benefit from the best of both worlds: the personalized service of a boutique organization and the global resources of one of the largest broker dealers* in the world, LPL Financial. We can create solutions that address your specific needs, whether you seek a strategic investment approach, professional portfolio management or a broader range of wealth management services.

Customized solutions
We will work closely with you to understand your unique needs and create solutions designed to help you with your financial goals.global resources of one of the largest broker dealers in the world, LPL Financial. We can create solutions that address your specific needs, whether you seek a strategic investment approach, professional portfolio management or a broader range of wealth management services. We take great pride in tailoring our client’s individual portfolios.

Exceptional access to industry experts
JD Wealth Management can provide access to industry-leading investment and trading experts such as LPL Financial’s Model Wealth Portfolios which we can use to create effective investment strategies. You can benefit from this whether you seek short-term tactical investment opportunities, a disciplined portfolio management approach or a more comprehensive wealth management strategy.

Investment experience and flexibility
JD Wealth Management offers a broad array of investment products from the world’s leading investment managers. These expansive resources—experienced people and industry products coupled with an LPL Financial Advisor who is directly involved in the investment process—are the true benefits of working with JD Wealth Management.



*As reported by Financial Planning magazine, June 1996-2015, based on total revenue.

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 Securities offered through LPL Financial, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (FL, NJ, NY, OH). 
 


Check the background of this financial professional on FINRA's BrokerCheck.