JTD FINANCIAL SERVICES, LLC

Overview

JTD Financial Services, LLC is a small, owner-operated independent RIA structured as an LLC that focuses on individual and family clients. The firm provides financial planning, ongoing portfolio management for individuals and small businesses, and acts as a selector of other advisers when clients need access to specialized managers. Its fee model blends percentage-of-AUM and fixed fees, which supports both ongoing advisory relationships and project-based planning work. As a capital allocator the firm makes direct allocations to third‑party alternative managers, with a clear tilt toward private fund vehicles and real estate strategies. JTD Financial Services operates with a discretionary-first model for most client assets and does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices