JDG Wealth Management Group, LLC

JDG Wealth Management Group provides financial planning and consulting services to individuals and businesses, offering ongoing and project‑based plans, seminar delivery, and non‑securities advice on topics such as retirement, estate, tax and college planning. The adviser does not manage client assets or accept custody, delivering recommendations and plans rather than discretionary portfolio management.

The firm applies fundamental analysis when evaluating investments and examines mutual funds, ETFs, variable annuities, municipal and corporate debt using multi‑period returns, expense ratios, manager tenure and other quantitative metrics, typically recommending long‑term target asset mixes with periodic rebalancing. JDG does not engage in frequent trading, and implementation of investment recommendations is often carried out through associated persons acting in their capacities at third‑party broker‑dealers.

JDG is distinctive among peers in not charging percentage‑of‑assets fees and in reporting no assets under management while nonetheless listing individual and high‑net‑worth client types; it instead charges fixed or hourly planning fees. Associated persons are also registered representatives of LPL Financial and insurance agents, receive commissions and 12b‑1 fees, and spend substantial time on LPL‑related activities, a set of affiliations the brochure highlights as potential conflicts of interest.