JDS INVESTMENT MANAGEMENT

JDS INVESTMENT MANAGEMENT is an SEC-registered investment adviser (CRD 172214). Regulatory assets under management: $41.9M.

Registration

• CRD: 172214
• Type: Registered investment adviser
• Phone: 801-703-0693
• Latest filing: 2026-04-15
• Regulatory AUM: $41.9M
• Discretionary AUM: $41.9M
• Clients: 1
• Accounts: 77

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172214 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search