Jedi Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$56,885,494
Total clients
22
45% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
22
Average account size
$2,585,704
About
Jedi Management, Inc. is a single-advisor registered investment adviser serving individuals and a small number of institutional clients, including pension and profit-sharing plans. The firm provides discretionary portfolio management, financial and estate planning, qualified plan consulting (both participant-directed and employer/trustee-directed arrangements), and business/management consulting.
Portfolios are typically constructed with a mix of actively managed and passive mutual funds, exchange-traded funds, and U.S. Treasury securities, with occasional use of DFA funds and interval funds where suitable; the firm treats cash as an asset class and may hold defensive cash positions. The adviser performs ongoing account review and discretionary trading, may act in an ERISA Section 3(38) manager capacity for employer-sponsored plans, and uses custodial platforms (Altruist or Pershing) and approved AI tools under a written policy to supplement professional judgment.
Distinctive features include a meaningful focus on qualified retirement plan consulting and management — including pooled or employer-directed plan arrangements — which is less common among independent, single-advisor firms. The principal also operates an affiliated independent insurance agency and is a licensed insurance agent who may recommend commissionable insurance products, a disclosed conflict of interest that clients are free to accept or decline.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Business exit / sale strategy
General estate planning guidance
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Retired
Fee options
Financial planning and business/management consulting services may be charged on a fixed fee basis; fees are negotiable.
$0 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.50% $20,000,001 - > $20,000,000: 0.25%
Financial planning and business/management consulting services may be charged on an hourly basis; specific rates are negotiable.
Minimum fee: Minimum fee of $5,000 for financial and estate planning services; minimum annual fee varies by service and client Fee-only: Investment advisory fees, financial and estate planning fees, and business/management consulting fees; no commissions earned.
Main office location
Jedi Management, Inc.
560 Sylvan Avenue, Suite 2175
Englewood Cliffs NJ 07632, United States
Number of offices
1
Most active in
Jedi Management, Inc. has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Quick links
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