Jdn Financial LLC
Jdn Financial LLC (CRD# 154677) is a financial advisory firm headquartered in , . They manage $1,470,000 in 9 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Jdn Financial LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts9ACCOUNTS
-
Average Account Value$163,333
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, OH
Financial Advisors at Jdn Financial LLC
1
James Martinelli (CRD# 4522061) is an Investment Advisor Representative working at Jdn Financial LLC in Glenview, IL and has over 21 years of experience in the finance industry.
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