Jtd Financial Services, LLC
Jtd Financial Services, LLC (CRD# 144852) is a financial advisory firm headquartered in Bedford, NH. They manage $11,173,164 in 111 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts111ACCOUNTS
Average Account Value$100,659
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Frank Demaio (CRD# 2268523) is an Investment Advisor Representative working at Jtd Financial Services, LLC in Bedford, NH and has over 24 years of experience in the finance industry. Frank Demaio has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.