JTD Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,073,526
Clients
68
6% high-net worth
Advisors
1
of 2 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
68
Very HighAverage account size
$309,905
About
JTD Financial Services provides investment advisory and written financial planning services to individuals, trusts, estates and charitable organizations. The firm manages about $21.17 million for roughly 68 clients (approximately $16.87 million discretionary and $4.30 million non‑discretionary) and also refers clients to unaffiliated third‑party investment advisors under written solicitor agreements.
The firm develops individualized investment programs based on each client’s financial situation, goals and risk tolerance and conducts account reviews at least quarterly. Its methods include charting, fundamental and technical analysis, and while it generally emphasizes long‑term purchases it may also employ short‑term trading, margin transactions and options writing when deemed appropriate.
Noteworthy distinctions include the firm’s requirement that portfolio management clients custody assets at a single broker‑dealer through Schwab Advisor Services, from which JTD receives institutional services and benefits that can affect trade execution. JTD also receives referral compensation from third‑party managers and its advisors may sell insurance products and receive commissions; those referral and insurance relationships are disclosed and represent potential conflicts of interest for prospective clients to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
College savings (529s, UTMA, etc.)
Annuities
Fee options
up to $1,000 for financial planning services
up to 1.25% annually
Account minimum: $250,000
Main office location
JTD Financial Services, LLC
167 South River Road, Suite 11
Bedford NH 03110, United States
Number of offices
1
Most active in
JTD Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire · 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")