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.