Broker Check


JDA & Associates is a fee based private wealth management firm servicing a relatively small number of clients. Our firm has a minimum account size of 5 million dollars. This account size allows our team to provide truly customized solutions and to commit greater time and attention to each client.

JDA & Associates was founded by Jay D. Ahlbeck, CLU, ChFC in January of 2003.
The key attributes of our company are listed below:

JDA & Associates Truly is Different and Here is Why:
We service a small number of high net worth clients, and we will not serve a client that is not a good fit for what we do and of high importance to our business. To accomplish this, we serve individuals and families with a minimum of $5 million. No client of ours will be treated like a small fish in a big pond.

We are a Fiduciary and this is Very Important to You:
In a fiduciary relationship our clients invests confidence, good faith, reliance, and trust in our team whose aid, advice and protection is sought. In such a relation, good conscience requires the fiduciary to act at all times for the sole benefit and interest of the client. A fiduciary duty is the highest standard of care and at JDA & Associates we take this very seriously.

Although we offer large institutional services, JDA & Associates is an independent “boutique” firm focused on providing clients tailored solutions across institutional boundaries and without bias. We believe it is this independence that allows us to focus on our clients with complete objectivity.

With over 30 years of experience in financial services we are time-tested and have perspective on markets. It is our years of experience that allow us to approach many different situations with an even hand, knowing that the emotions of the day or the product of the moment are often transient. Our experience helps us guide our clients through good times and bad.

JDA & Associates partners with Planning Capital Management and Schwab Institutional.

Planning Capital Management- is our Registered Investment Advisor (RIA) and provides the framework under which we deliver fee-based planning and assets management services. Through Planning Capital Management we design diversified investment portfolios customized to each client's specific goals.

Schwab Institutional- supports JDA & Associates as custodian of client assets and provides an institutional platform not available to retail customers.

Competitive and Clear Fee Structure:
We believe that our fees should be both competitive and easy for our clients to understand. Our services are "fee-based" and not "commission based" aligning our interests with our clients. Our business grows when our client assets grow.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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