Jpd Capital Management, Inc.

Jpd Capital Management, Inc. (CRD# 109725) is a financial advisory firm headquartered in San Rafael, CA. They manage $2,926,462 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $2,926,462
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Jpd Capital Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James P. Dunn
CRD#: 1196115
523 4th Street, Suite 205, San Rafael, CA 94901
87
Wealthminder
score

James Dunn (CRD# 1196115) is an Investment Advisor Representative working at Jpd Capital Management, Inc. in San Rafael, CA and has 1 year of experience in the finance industry.

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