Broker Check

About JDA & Associates

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:

Why JDA & Associates is Different:
We service a small number of high net worth clients. To accomplish this, our clients consist of individuals and families with a minimum of $5 million and we do not spread our focus across large numbers of clients.

We are an Independent fiduciary. This legally requires us to puts our clients interests first:
In a fiduciary relationship our clients invest confidence, good faith, reliance, and trust in our team whose aid, advice and protection is expected in return. In such a relationship, good conscience, and the law, 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 responsibility very seriously.

Independence:
Although we offer institutional services, JDA & Associates is an independent 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.

Experience:
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.

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

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

Schwab Institutional- acts as custodian of client assets and provides JDA & Associates 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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