JD FINANCIAL FITNESS LLC

JD FINANCIAL FITNESS LLC is an SEC-registered investment adviser (CRD 304711). Regulatory assets under management: $86.3M.

Registration

• CRD: 304711
• Type: Registered investment adviser
• Phone: 408-970-0829
• Latest filing: 2026-01-26
• Regulatory AUM: $86.3M
• Discretionary AUM: $82.6M
• Non-discretionary AUM: $3.6M
• Clients: 1
• Accounts: 223

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304711 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search