J
JDN Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,131,100
Clients
6
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$188,517
About
The firm provides discretionary portfolio management and basic financial planning to a small mix of individual clients and select institutional entities, including banks, investment companies, and pension or profit‑sharing plans. Services include tailored investment supervisory services and financial planning that address retirement, tax, insurance, college and cash‑flow needs.
The adviser constructs an individualized Investment Policy Statement for each client rather than using model portfolios and applies a blend of charting, fundamental, technical and cyclical analysis in portfolio construction. It pursues active strategies — including long and short trading, margin transactions and options writing — and conducts ongoing portfolio monitoring and periodic reviews.
Distinctive features include the availability of performance‑based fee arrangements for qualified clients, with disclosed conflicts and procedures to mitigate preferential treatment, which is uncommon among peers. The firm’s principal is also a licensed insurance agent who may offer commissionable insurance products, and the adviser generally requires clients to use its recommended custodians — operational choices that set it apart from many small independent practices.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Annuities
Cash flow / budgeting
Fee options
Fixed financial planning fees: $500 for basic plan, $1,000 for in-depth plan with Monte Carlo analysis
$1 - $20,000: 2.00% $20,001 - $40,000: 1.75% $40,001 - $60,000: 1.50% $60,001 - $80,000: 1.25% $80,001+: 1.00%
$100 per hour for financial planning services
Performance fee of 20% of net profits above a high water mark, plus 2.00% asset management fee for qualified clients
Fee-only: Financial planning fees charged as fixed fees ($500 to $1,000) or hourly fees ($100/hour)
Main office location
JDN Financial LLC
Glenview IL, United States
Number of offices
1
Most active in
JDN Financial LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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