JEDI MANAGEMENT, INC.

Overview

Jedi Management, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves individuals and families, and extends portfolio management and financial planning to small-business clients. Its advisory model is fee-based—combining a percentage of assets under management with hourly and fixed-fee engagements—and the firm also acts as an insurance broker, integrating insurance solutions into planning and wealth protection strategies. Jedi Management manages client assets on a discretionary basis and reports no active ESG investment program. Investment activity is built around pooled public funds and mutual funds as the dominant vehicle, supplemented by allocated exposure to real estate through third-party alternative managers. The firm’s footprint and product mix indicate a client-focused, advisor-led approach that blends traditional mutual fund portfolios with selective alternative real estate allocations and insurance-based planning tools.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices