Jade Financial LLC

Overview

Jade Financial LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on delivering financial planning and portfolio management for individuals, families and small businesses, and also operates as an insurance broker. Its advisory approach favors equity exposure: exchange-traded equities are the dominant holding type across managed accounts. Fee structures include both a percentage of assets under management and fixed-fee arrangements, and the firm does not identify as an active ESG investor or a multi-state adviser. Investment activity appears conservative in scale but diversified by vehicle type. The firm manages a small pool of client capital with a clear preference for liquid public equities and supplemental use of mutual funds and annuities. For less-liquid or growth-oriented allocations the adviser accesses third-party alternative managers that provide venture capital, private placements and real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices