JDA & Associates advises a small number of high net worth clients to help them manage their wealth with a focus on individual and family objectives. The firm was founded in January of 2003 by Jay D. Ahlbeck, CLU, ChFC.
Mr. Ahlbeck launched JDA & Associates after 15 years of experience working in large diversified financial institutions. As a Senior Vice President at Fleet Bank (formerly Summit Bank), Mr. Ahlbeck managed a 20 member staff of Account Executives servicing affluent clients. Mr. Ahlbeck gained diverse experience and knowledge while managing his staff and building client relationships. While working for Wealth Strategies, Private Banking, Quick & Reilly Brokerage, and Fleet Insurance Services (all subsequently acquired by Bank of America) Mr. Ahlbeck was immersed in wealth management and planning strategies for high net worth clients.
Company Details
- Employees
- 21
- Founded
- 2003
- Address
- Philadelphia, Us
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- jdaassociates.com
- HQ
- Philadelphia
Jda & Associates Questions
Jda & Associates's website is jdaassociates.com
Jda & Associates's LinkedIn profile is https://www.linkedin.com/company/jda-&-associates
Jda & Associates has
21 employees.
View email and phone details for 21
employees at Jda & Associates.
Jda & Associates's industry is
Financial Services
Jda & Associates's top competitors are
Jda Co,
Mufin Finance,
Olsen Joly Llp Chartered Professional Accountants,
Hsav & Associates,
Jda Company,
Finnup,
Wonderpuf,
Jad Associates, Llc,
Mehra Khanna & Company,
Quantum World Congress.
Jda & Associates's categories are Financial Services
Jda & Associates's founding year is 2003
