JD INVESTMENT MANAGEMENT, LLC

Overview

JD Investment Management, LLC is a small, independent registered investment adviser structured as an LLC that focuses on providing financial planning and portfolio management to individuals and families, including small business owners. The firm’s explicit investment preference is equities: roughly three quarters of its assets are held in exchange‑traded equities. Service delivery blends ongoing portfolio management on a percentage‑of‑AUM basis with hourly planning work. JD Investment Management does not position itself as an active ESG investor and is not registered as a multistate adviser. Investment activity centers on liquid, listed exposures for core portfolios, supplemented by selective allocations to third‑party alternative managers. The firm appears to balance cost‑effective passive and active equity strategies with opportunistic use of mutual funds, hedge funds and private placements where client suitability and access permit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices