Jds Investment Management

Jds Investment Management (CRD# 172214) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $31,780,648 in 56 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4001 South 700 East Suite 500, Salt Lake City, UT 84107
By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $567,512
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
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 Shreck, financial advisor Salt Lake City UT
John D. Shreck
CRD#: 6131590
4001 South 700 East Suite 500, Salt Lake City, UT 84107

John Shreck (CRD# 6131590) is an Investment Advisor Representative working at Jds Investment Management in Salt Lake City, UT and has over 11 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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