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JDA & Associates

Financial Services

Specialities :
Asset management
Insurance
Estate planning
Financial planning
And financial analysis
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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About JDA & Associates

What does Jda & associates do?+

JDA & Associates advises a small number of high net worth clients to help them manage their wealth with a focus on individual and family objectives. The firm was founded in January of 2003 by Jay D. Ahlbeck, CLU, ChFC. Mr. Ahlbeck launched JDA & Associates after 15 years of experience working in large diversified financial institutions. As a Senior Vice President at Fleet Bank (formerly Summit Bank), Mr. Ahlbeck managed a 20 member staff of Account Executives servicing affluent clients. Mr. Ahlbeck gained diverse experience and knowledge while managing his staff and building client relationships. While working for Wealth...

What are Jda & associates's specialties? +

Asset management,insurance,estate planning,financial planning,and financial analysis

What is Jda & associates's industry? +

Jda & associates operates in the Financial services industry.

What is Jda & associates's revenue? +

Jda & associates's revenue is 11m - 100m

What is Jda & associates's company size? +

Jda & associates has 11 - 50 employees.

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