Jds Investment Management

Jds Investment Management (CRD# 172214) is a financial advisory firm headquartered in , . They manage $12,763,944 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $472,739
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

UT

Financial Advisors at Jds Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
John D. Shreck
CRD#: 6131590
Salt Lake City, UT
90
Wealthminder
score

John Shreck (CRD# 6131590) is an Investment Advisor Representative working at Jds Investment Management in Salt Lake City, UT and has over 3 years of experience in the finance industry.

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