JTD Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JTD Financial Services provides investment advisory and written financial planning services to individuals, trusts, estates and charitable organizations. The firm manages about $21.17 million for roughly 68 clients (approximately $16.87 million discretionary and $4.30 million non‑discretionary) and also refers clients to unaffiliated third‑party investment advisors under written solicitor agreements.
The firm develops individualized investment programs based on each client’s financial situation, goals and risk tolerance and conducts account reviews at least quarterly. Its methods include charting, fundamental and technical analysis, and while it generally emphasizes long‑term purchases it may also employ short‑term trading, margin transactions and options writing when deemed appropriate.
Noteworthy distinctions include the firm’s requirement that portfolio management clients custody assets at a single broker‑dealer through Schwab Advisor Services, from which JTD receives institutional services and benefits that can affect trade execution. JTD also receives referral compensation from third‑party managers and its advisors may sell insurance products and receive commissions; those referral and insurance relationships are disclosed and represent potential conflicts of interest for prospective clients to consider.
Client services
Expertise
Fee options
up to $1,000 for financial planning services
up to 1.25% annually
Account minimum: $250,000
Main office
167 South River Road, Suite 11
Bedford NH 03110
Advisors at this office
1
Most active in
New Hampshire · New York
Also doing business as
Jtd Financial Services, LLC · Jtd Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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