Jedi Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jedi Management, Inc. is a single-advisor registered investment adviser serving individuals and a small number of institutional clients, including pension and profit-sharing plans. The firm provides discretionary portfolio management, financial and estate planning, qualified plan consulting (both participant-directed and employer/trustee-directed arrangements), and business/management consulting.
Portfolios are typically constructed with a mix of actively managed and passive mutual funds, exchange-traded funds, and U.S. Treasury securities, with occasional use of DFA funds and interval funds where suitable; the firm treats cash as an asset class and may hold defensive cash positions. The adviser performs ongoing account review and discretionary trading, may act in an ERISA Section 3(38) manager capacity for employer-sponsored plans, and uses custodial platforms (Altruist or Pershing) and approved AI tools under a written policy to supplement professional judgment.
Distinctive features include a meaningful focus on qualified retirement plan consulting and management — including pooled or employer-directed plan arrangements — which is less common among independent, single-advisor firms. The principal also operates an affiliated independent insurance agency and is a licensed insurance agent who may recommend commissionable insurance products, a disclosed conflict of interest that clients are free to accept or decline.
Client services
Expertise
Occupation focus
Fee options
Financial planning and business/management consulting services may be charged on a fixed fee basis; fees are negotiable.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.50% $20,000,001 - > $20,000,000: 0.25%
Financial planning and business/management consulting services may be charged on an hourly basis; specific rates are negotiable.
Minimum fee: Minimum fee of $5,000 for financial and estate planning services; minimum annual fee varies by service and client Fee-only: Investment advisory fees, financial and estate planning fees, and business/management consulting fees; no commissions earned.
Main office
560 Sylvan Avenue, Suite 2175
Englewood Cliffs NJ 07632
Advisors at this office
1
Most active in
New Jersey · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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