The JDA & Associates Difference

JDA & Associates is an Independent Advisory firm working for clients and not an institution. We have no sales quota or product of the month. Our only agenda is to match the best financial products and services with our clients needs and to utilize our knowledge to help our clients meet or exceed their stated objectives.

We feel that the best way to accomplish our mission is to develop a personal understanding of who our clients are and what they hope to achieve. This personal relationship can only develop over time through a consultative approach. Our focus is on long term relationships not product sales.

Our consultative approach and high level of service requires that we serve a relatively small number of select clients.

Why choose an independent firm?

JDA & Associates provides a wide breadth of products and services that cut across institutional boundaries. We feel this provides greater objectivity and is critical to providing our clients best in class products and services. 

Jay D. Ahlbeck
President & Founder
JDA & Associates