A complete list of active advisors currently associated with JDV Wealth Advisors, LLC

Warmer can help you find a great advisor at JDV Wealth Advisors, LLC or one who fits your needs even better.

The firm provides portfolio management and written financial planning to individual clients and may recommend alternative investments such as REITs. It manages about $6.07 million on behalf of roughly 40 individual clients and generally requires a $5,000 account minimum, which may be waived. Investment advice is delivered using individualized asset allocation and Modern Portfolio Theory to create diversified portfolios across mutual funds, ETFs, fixed income and other instruments. The firm primarily offers non‑discretionary management — trades are executed only after obtaining client authorization (typically by telephone) — and it monitors accounts for changes in market conditions and client circumstances. The firm’s owner is a licensed independent insurance agent who devotes approximately 30 hours per week to insurance activities and may offer insurance products and tax preparation services to clients, which the brochure discloses as potential conflicts of interest. The adviser does not receive soft dollars or recommend third‑party investment advisers, recommends specific custodians (Schwab or Altruist) for accounts it will manage, and does not aggregate or block trades.

To learn more about the advisors currently working at JDV Wealth Advisors, LLC, 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.