# JTD Financial Services

JTD Financial Services is a RIA based in Chicago, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Chicago, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Assets under management:** <$500M (Altss estimate)
- **Website:** jtdfinancial.com

## Regulatory record

- **CRD number:** 144852
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-01-09T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144852

## About

JTD Financial Services, LLC is a state-registered investment adviser in Bedford, NH. The firm manages $21 million in assets, $17 million on a discretionary basis. It has 2 employees and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit
- Private Equity

## People

- Joseph T. Deters — President

## Questions

### Who runs investment decisions at JTD Financial Services?

Joseph T. Deters, the firm's president and principal, makes all material investment decisions. Deters spent decades in Chicago's futures industry and served on the CME Group board, giving him a network that shapes deal flow. The firm does not list additional investment professionals in public records.

### Does JTD Financial Services take outside LP capital?

No. All capital deployed is proprietary family capital with no external limited partners. The firm is not registered as an investment adviser and does not report to any institutional limited partners.

### What is JTD Financial Services' geographic focus?

The firm concentrates on the Midwest — particularly Illinois and surrounding states — with additional activity in the Southeast. Real estate loans documented in public records are primarily secured by properties in Chicago, Indianapolis, and select Florida markets.

## Related profiles

- [AWARE INVESTING](https://altss.com/profile/aware-investing-inc)
- [The Informed Momentum Company](https://altss.com/profile/the-informed-momentum-company-llc)

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Last updated: 2026-07-06T01:24:19.255Z

Canonical page: https://altss.com/profile/jtd-financial-services-llc

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