JD FINANCIAL SERVICES INC.

JD FINANCIAL SERVICES INC. of CARLISLE, PA is an SEC-registered investment adviser (CRD 286163). Regulatory assets under management: $210.9M.

Registration

• CRD: 286163
• SEC file number: 801-118957
• Type: Registered investment adviser
• Location: 396 ALEXANDER SPRING ROAD, SUITE 3, CARLISLE, PA, 17015
• Phone: (717) 462-6422
• Latest filing: 2022-01-24
• Regulatory AUM: $210.9M
• Discretionary AUM: $196.0M
• Non-discretionary AUM: $14.9M
• Clients: 6
• Accounts: 1,378

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 286163 on SEC IAPD (source of record)
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