CompaniesdividerJda & Associates

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Jda & Associates

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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.

Headquarters:
Philadelphia, Pennsylvania, United States
Industry:
Financial Services
Founded:
2003
Employees:
9
Annual Revenue:
-
Type: Private
Ticker: -
India 6United States 3
Estate PlanningAsset ManagementFinancial AnalysisInsuranceFinancial Planning
SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:
NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

Frequently asked questions about Jda & Associates

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Where is Jda & Associates located?

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Jda & Associates' headquarters is located at Philadelphia, Pennsylvania, United States

What is Jda & Associates' official website?

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Jda & Associates' official website is jdaassociates.com

What is Jda & Associates' SIC code?

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SIC Code: 62Major Group: Security and Commodity Brokers, Dealers, Exchanges, and ServicesIndustry Group: Industry Sector:

What is Jda & Associates' NAICS code?

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NAICS Code: 5239Sector: Finance and InsuranceSub Sector: Securities, Commodity Contracts, and Other Financial Investments and Related ActivitiesIndustry Group: Other Financial Investment ActivitiesNAICS Industry: National Industry:

How many employees does Jda & Associates have?

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Jda & Associates has 9 employees

What industry does Jda & Associates belong to?

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Jda & Associates is in the industry of: Financial Services

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