# JD FINANCIAL SERVICES INC.

JD FINANCIAL SERVICES INC. of CARLISLE, PA is an SEC-registered investment adviser.

## Registration

- CRD: 286163
- Type: SEC-registered investment adviser
- SEC file number: 801-118957
- 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)

| Name | Role | Location |
| --- | --- | --- |
| WINN CHRISTOPHER EDWARD | MEMBER, INTERIM CCO | — |
| DEGAETANO JAMES A | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/286163/brochure
- Similar advisers: https://search.stillhousedata.com/firm/286163/similar
- Related entities: https://search.stillhousedata.com/firm/286163/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/286163

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.