J.P. Diversified Asset Management LLC

J.P. Diversified Asset Management LLC provides ongoing portfolio management services and prepares individualized Investment Policy Statements that address asset allocation, risk tolerance, and security selection. The firm states it serves individuals and high‑net‑worth individuals but does not maintain relationships with non‑high‑net‑worth retail clients and, per its brochure, currently manages a single client relationship.

The firm’s investment approach combines fundamental and cyclical analysis and can employ both long‑term and short‑term trading, with discretionary authority to implement trades in client accounts. J.P. Diversified manages client assets internally rather than selecting third‑party managers and custodies accounts at TD Ameritrade Institutional, disclosing limited custody through direct fee deduction.

Compared with peers, the firm is notable for its concentrated scale and client base—a solo adviser managing assets in‑house for a single high‑net‑worth client rather than a broader retail clientele. The brochure also discloses that J.P. Diversified does not participate in wrap fee programs or accept third‑party sales compensation and maintains a written Code of Ethics and personal trading policies to address conflicts.