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JD Financial Fitness LLC
JD Financial Fitness LLC is a registered investment advisor offering financial planning and wealth management to US retail clients.
JD Financial Fitness LLC
JD Financial Fitness LLC is a registered investment advisor (RIA) based in the United States, founded by an unnamed principal. The firm offers financial planning and asset management services tailored to retail clients, focusing on retirement preparation and tax optimization. The firm's strategy reportedly involves a mix of mutual funds, exchange-traded funds (ETFs), and individual securities — a standard approach among small RIAs. No specific portfolio companies or co-investment partners have been disclosed. Operations appear limited to the domestic US market. Team size and additional offices are not publicly available. No philanthropic structures or adjacent operating companies have been identified through public records. The firm has not reported any recent operational events in the last 24 months. As a single-office RIA with no disclosed institutional capital or direct investment program, JD Financial Fitness LLC operates without the structural differentiators typical of larger multi-family offices or institutional asset managers. Its governance is likely straightforward, with all decisions made by the founding advisor.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at JD Financial Fitness LLC?
The firm has not publicly disclosed the name of its founder or lead advisor. Public records indicate it operates as a solo RIA or small practice, typical of independent financial planning firms. Without a named principal, investment authority cannot be attributed to a specific individual.
How does JD Financial Fitness LLC source investment opportunities?
As a retail-focused RIA, the firm likely uses traditional asset allocation models via custodians like Schwab or Fidelity, selecting from publicly available mutual funds, ETFs, and individual securities. There is no evidence of proprietary deal flow or direct private market access.
Is JD Financial Fitness LLC structured as a family office or an asset manager?
JD Financial Fitness LLC is registered as a state-level RIA, not a family office. It provides investment advice to individual retail clients, not to a single wealthy family or group of families. It does not meet the definition of a family office under SEC regulations.
Does JD Financial Fitness LLC participate in fund commitments or only direct deals?
The firm's public regulatory filings (Form ADV) indicate it invests in pooled investment vehicles such as mutual funds and ETFs on behalf of clients. There is no evidence of direct private equity or venture capital commitments.
What investment stages does JD Financial Fitness LLC typically target?
JD Financial Fitness LLC focuses on traditional long-only investments in public markets across growth and income stages. The firm does not target venture capital, private equity, or early-stage opportunities based on available public information.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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