JD FINANCIAL SERVICES INC.

DIAMOND WEALTH ADVISORS
CARLISLE, Pennsylvania·1 registered advisor·CRD# 286163
SEC# 801-1189570(717) 462-6422
01

Firm Overview

AUM
$211M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JD FINANCIAL SERVICES INC.

1 registered advisor
James A Degaetano
CARLISLE, Pennsylvania
05

Office Locations

CARLISLE, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. JD FINANCIAL SERVICES INC. (CRD# 286163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.