JDS Investment Management

Overview

JDS Investment Management is an independent, privately owned registered investment adviser operating as a corporation and focused on individual and family clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and standalone planning work. The firm does not position itself as a capital allocator or pension consultant and is not active on ESG investing. It reports an industry affiliation with accounting professionals, suggesting coordination with tax or bookkeeping advisors as part of client service. JDS is organized to manage client assets directly rather than operate a multi-manager platform.

Assets & Accounts

Investments & Alternatives