Founded in 1996, JD James & Co. is an independent, fee-only private wealth management firm. The company specializes in serving high-net-worth individuals, families, and foundations by offering a comprehensive suite of services including investment management, financial planning, and family office services. Their mission is to provide objective, unbiased advice and build long-term relationships with clients through a disciplined and personalized approach to preserving and growing wealth.

Founded in

United States