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    Jda & Associates

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    Description

    • 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.
    • location

      Headquarters: , Philadelphia, Pennsylvania, United States

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    • Jda & Associates phone

      Phone Number:

    • Jda & Associates website

      Website: https://www.jdaassociates.com

    • Jda & Associates employees

      Employees:9

    • Jda & Associates revenue

      Revenue:$1 - 10M

    • Jda & Associates legal name

      Legal Name:Jda & Associates

    • Jda & Associates's Social Media

      Jda & Associates linkedin Jda & Associates facebook
    • done Is this data correct?

    • |  NAICS Code: 524126  |

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    Person level website identification

    Owner for Jda & Associates

    Patrick Adam

    Owner

    Person level website visitor identification

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    View Employees

    Patrick Adam

    Owner

    Rahil Dadia

    Partner

    Frequently Asked Questions regarding Jda & Associates

    • What is Jda & Associates's official website?

      Jda & Associates's official website is https://www.jdaassociates.com

    • What is Jda & Associates's Revenue?

      Jda & Associates's revenue is $1 - 10M

    • What is Jda & Associates's NAICS code?

      Jda & Associates's NAICS code is 524126

    • How many employees are working in Jda & Associates

      Jda & Associates has 9 employees

    • What is Jda & Associates's Industry?

      Jda & Associates is in the industry of Financial Services

    • Who is Jda & Associates's Owner?

      Jda & Associates's Owner is Patrick Adam

    • Who is Jda & Associates's Partner?

      Jda & Associates's Partner is Rahil Dadia

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