A complete list of active advisors currently associated with JTD Financial Services, LLC
Warmer can help you find a great advisor at JTD Financial Services, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at JTD Financial Services, 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.
Name |
Location |
Years of experience |
|---|---|---|
Bedford, NH
| 33
|
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