JDS Investment Management
Firm details
- Headquarters
- ,
- CRD number
- 172214
- Custodians
- CHARLES SCHWAB & CO., INC., TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, MY529
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
JDS Investment Management is an independent, privately owned registered investment adviser operating as a corporation that focuses on individual and family clients. Its core advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm bills clients through a mix of AUM-based fees, hourly charges, and flat fees. The firm is not positioned as a capital allocator or pension consultant and does not market itself as an ESG-focused or multi-state adviser. Its stated industry affiliation includes working with accountants, which suggests coordination on tax and reporting matters for client engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
1 of 1John Shreck
OwnerCRD 6131590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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