JTD FINANCIAL SERVICES, LLC

JTD FINANCIAL SERVICES, LLC of BEDFORD, NH is an SEC-registered investment adviser (CRD 144852). Regulatory assets under management: $21.2M.

Registration

• CRD: 144852
• Type: Registered investment adviser
• Location: 167 SOUTH RIVER ROAD, BEDFORD, NH, 03110
• Phone: 603-641-1010
• Latest filing: 2026-01-09
• Regulatory AUM: $21.2M
• Discretionary AUM: $16.9M
• Non-discretionary AUM: $4.3M
• Clients: 2
• Accounts: 117

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search