A complete list of active advisors currently associated with J D Atkinson
Warmer can help you find a great advisor at J D Atkinson or one who fits your needs even better.
The firm provides customized investment management and financial planning to individuals, high‑net‑worth clients, trusts and estates, as well as small businesses, charitable organizations and pension/profit‑sharing plans. Services include discretionary portfolio management across traditional and alternative asset classes (mutual funds, ETFs, equities, bonds, treasuries, options and limited partnership interests) and standalone financial planning and consultation on cash flow, tax considerations, insurance review, college funding, retirement and estate planning. Investment decisions follow a defined process that includes goal setting and risk profiling, asset allocation modeling, investment selection and ongoing monitoring, and the firm uses a mix of fundamental and technical analysis together with Modern Portfolio Theory. Most portfolios are managed on a discretionary basis, clients may impose reasonable written restrictions, and the firm may engage sub‑advisors or research partners as part of its implementation. Noteworthy for a solo independent advisor, the firm’s client base and services extend beyond individual households to include business and organizational clients and pension plans, and the principal also provides accounting, tax preparation and medicolegal consulting as part of the firm’s activities. The firm notes that affiliated persons hold insurance licenses (the principal is a licensed life insurance producer) while stating it does not sell insurance products to advisory clients, and it seeks lower‑cost mutual fund share classes when available though custodian or share‑class constraints may limit access.
To learn more about the advisors currently working at J D Atkinson, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Colorado Springs, CO
| 1
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")