Jdn Financial LLC

Jdn Financial LLC (CRD# 154677) is a financial advisory firm headquartered in , . They manage $1,200,000 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $66,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
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.

IL, OH

Financial Advisors at Jdn Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
James I. Martinelli
CRD#: 4522061
Glenview, IL
93
Wealthminder
score

James Martinelli (CRD# 4522061) is an Investment Advisor Representative working at Jdn Financial LLC in Glenview, IL and has over 13 years of experience in the finance industry.

2
Richard J. Von Der Sitt
CRD#: 1549627
Glenview, IL
93
Wealthminder
score

Richard Von Der Sitt (CRD# 1549627) is an Investment Advisor Representative working at Jdn Financial LLC in Glenview, IL and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.