J
CRD: 304711
JD Financial Fitness LLC
SAN Jose, CA
4089700829
$86.3M Total AUM
$82.6M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-2019
- Office Locations
- 1
Office Locations
-- SAN Jose CA
About JD Financial Fitness LLC
JD Financial Fitness LLC is a SAN Jose-based RIA. The firm has been operating for 6 years. Managing $86.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$86.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
6.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Fusion Focus Meridian
Investment Themes
Eagle alpha Vital atlas
Investment Vehicles
Pioneer
Services
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Owner & Executives
J
JEANNE YI LEE DUCE
Chief Compliance Officer, Director, Managing Member, Owner
- CRD
- #4580520
- Ownership
- 75% or more
(714) 718-9251
vertex.quantum@zenithcapital.com
in linkedin.com/in/legacy-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,645,622 | -- |
| Non-Discretionary | $3,631,147 | -- |
| Total | $86,276,769 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,276,769
Public Funds:
22.7% Equity - Exchange:
18.6% Municipal Bonds:
22.0% U.S. Government/Agency:
16.1% Cash:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $639,287,687 | 22.7% |
| Equity - Exchange | $523,821,629 | 18.6% |
| Municipal Bonds | $619,573,970 | 22.0% |
| U.S. Government/Agency | $453,415,496 | 16.1% |
| Cash | $580,146,535 | 20.6% |
| Total | $2,816,245,317 | 100.0% |