Jdm Investment Counsel, LLC

Jdm Investment Counsel, LLC (CRD# 147736) is a financial advisory firm headquartered in Columbus, OH. They manage $164,887,000 in 171 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    171
    ACCOUNTS
  • Average Account Value
    $964,251
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Jdm Investment Counsel, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Erick R. Zanner
CRD#: 1068709
35 N. Fourth St, Suite 200, Columbus, OH 43215
93
Wealthminder
score

Erick Zanner (CRD# 1068709) is an Investment Advisor Representative working at Jdm Investment Counsel, LLC in Columbus, OH and has over 26 years of experience in the finance industry.

2
David S. Currier
CRD#: 6412386
35 N. Fourth St, Suite 200, Columbus, OH 43215
88
Wealthminder
score

David Currier (CRD# 6412386) is an Investment Advisor Representative working at Jdm Investment Counsel, LLC in Columbus, OH and has over 2 years of experience in the finance industry.

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