| 
About Us
Our Team
Contact Information
|
|
Our Team
Your JDA & Associates
Financial Advisor:
Trust, integrity, and objectivity, coupled with the personal understanding
of your evolving goals and needs, are qualities most people find important
in their choice of a financial professional. Employing a consultative
approach, asking the right questions and carefully listening to your answers,
allows your Financial Advisor to design customized financial strategies.
Like any meaningful life-long relationship, your choice of a financial
advisor may be one of the most important decisions you will ever make.
As independent advisors, we are free to help you enjoy the benefits of
impartial and objective analysis without the pressure to sell or promote
proprietary products. The partners we have chosen to affiliate with are
committed to providing the full service resources and expertise necessary
to enable our firm to develop a sensible strategy that can be used to
help meet your financial goals.
Crump
Insurance Services:
Providing the industry’s most advanced internet-based capabilities
and preeminent administration system, Crump is recognized as a leading
Insurance brokerage firm providing large institutions and independent
financial professionals access to over 200 of the best known and highly
rated insurance carriers. Crump links JDA & Associates with premier
back-office support services and streamlines the entire distribution process.
This support enables JDA & Associates to offer exceptional insurance
products once our clients unique circumstances have been evaluated and
the appropriate need identified. Crump supports the distribution of life,
annuity, long-term care and disability insurance.
LPL Financial:
LPL is the nation’s largest independent broker/dealer.*
LPL Financial is a powerful partner for entrepreneurial financial advisory
firms like JDA & Associates. Since LPL's inception 40 years ago, they
have made helping financial advisors establish competitive, independent
practices the heart of their mission.
LPL provides JDA & Associates:
State-of-the-art technology —
Streamline daily investment operations, offer customized presentations,
and simplify portfolio management.
Objective research — Research individual
securities, mutual funds, and asset managers with leading independent
research, accessed through easy-to-use online tools and resources.
Investment choice and flexibility — Choose from a wide
range of separate account and wrap fee structures designed to meet the
needs of almost every client.
Open architecture — Access best in class
financial products and services, and innovative fee-based asset management
programs.
* As reported in Financial Planning magazine 1996-2009, based on total
revenues.
|
|
|
 |