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JCD Investments.
Dedicated advising to help you reach your financial goals.

What are your financial and investment goals?


JCD Investments offers personalized investment management and wealth planning to help make your dreams a reality. Our wealth advisors are fiduciaries that bring you comprehensive, evidence-based investment management and wealth planning for your specific financial situation. We strive to help you meet your goals with evidence-based, tax-efficient, and cost-conscious investing for the long term.

A Registered Investment Advisor (RIA) works with you.

Registered investment advisors (RIAs), do not work on commission or other sales incentives. We are paid solely by you, and we are legally obligated to give you advice that’s always in your best interest. Because there are sometimes fees charged by broker/dealers and other non-RIA advisors that are not fully disclosed to clients, it may seem that you are being charged less in fees. However, look deeper and compare.

Here are key questions to ask before you sign any investment advisor agreements:

  • Are you a registered investment advisor (RIA), regulated by the Securities & Exchange Commission?

  • What is the total amount I will be paying in fees, including sales fees and other incentives?

  • Will I be provided with unbiased and strategic planning for my entire financial life?

  • Will all the advice and guidance I receive from you be required by law to be in my best interest?

Better Financial Health Starts with You!
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