JD FINANCIAL FITNESS LLC

Overview

JD Financial Fitness LLC is a small, individual-owned advisory firm that serves private individuals and families. The firm charges a percentage-of-AUM fee and focuses on discretionary portfolio management for individuals and small businesses, along with pension consulting and the selection of outside advisers. JD Financial Fitness also operates as an insurance broker, which it integrates into client planning where insurance-based solutions are appropriate. Investment activity is centered on pooled public funds — mutual funds make up the lion’s share of the firm’s invested assets — while the firm also allocates to third‑party alternative managers when a client’s plan calls for diversification beyond traditional equities and fixed income. JD Financial Fitness is not an active ESG investor and is structured to operate within a single state rather than as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices