Company Profile
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JDA & Associates was founded
in January of 2003 by Jay
D. Ahlbeck, CLU, ChFC. Mr. Ahlbeck launched JDA &
Associates after 15 years of experience working in large diversified
financial institutions. As a Senior Vice President at Fleet Bank
(formerly Summit Bank), Mr. Ahlbeck managed a 20 member staff of
Account Executives servicing affluent clients. Mr. Ahlbeck gained
diverse experience and knowledge while managing his staff |
Mr. Ahlbeck’s role as a manager has given him exposure to and an understanding of some of the most complex financial planning situations. Mr. Ahlbeck left an institutional setting to establish a “boutique” firm focused on providing clients exceptional financial products and services across institutional boundaries and without any bias toward a single employer or institution. Although his management experience has proven invaluable, Mr. Ahlbeck believes his greatest resource is his passion for providing client solutions.
“It is exhilarating to be in a position to place all my focus on my clients. My firm has one single overriding objective; service our client’s best interest. Everything else flows from this single minded focus.”
Jay D. Ahlbeck, CLU, ChFC
Securities offered through LPL Financial, Member FINRA/SIPC.Investment Advice offered through Planning Capital Management Corp., a registered investment advisor and separate entity from LPL Financial.
© 2010 JDA & Associates
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