J
CRD: 172214
JDS Investment Management
Salt Lake City, UT
8017030693
$41.9M Total AUM
$41.9M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-16-2014
- Office Locations
- 1
Office Locations
-- Salt Lake City UT
About JDS Investment Management
JDS Investment Management is a Salt Lake City-based RIA. The firm has been operating for 11 years. Managing $41.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Tiaa. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
44 AVG AGE
$41.9M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Matrix atlas Quantum signal Delta
Client Personas
Vertex prime
Investment Themes
Beacon vertex Zenith Delta
Investment Vehicles
Delta Atlas
Services
Matrix capital Signal foundation Unison insight Frontier catalyst Alpha legacy
Owner & Executives
J
JOHN DAVID SHRECK
Chief Compliance Officer, Owner, President
- CRD
- #6131590
- Ownership
- 75% or more
(913) 802-6519
harbor.foundation@pathwaycapital.com
in linkedin.com/in/unison-foundation
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,910,644 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,910,644 | -- |
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Separately Managed Accounts
Total SMA Asset: $41,910,644
Public Funds:
57.9% Cash:
25.6% Equity - Exchange:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,679,904,826 | 57.9% |
| Cash | $2,069,180,718 | 25.6% |
| Equity - Exchange | $1,333,651,634 | 16.5% |
| Total | $8,082,737,178 | 100.0% |