Jsd Financial Design (Scottsdale)

Name: Jsd Financial Design
Address: 6263 N. Scottsdale Rd. #290, Scottsdale, AZ, 85250
Telephone: 480-473-3344

Jsd Financial Design is a large advisory firm based in Scottsdale. It manages $30 million of regulatory assets for 160 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona and California.

Jsd Financial Design provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jsd Financial Design: assets under management

The assets under management (AUM) of Jsd Financial Design is $30 million. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $625 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $41.67 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jsd Financial Design for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jsd Financial Design

John Patrick Obrien has been acting as President since 1 Mar 2002. Susan Vollmer Otto joined the executive team most recently as the Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Patrick Obrien	President	1 Mar 2002	75% - 100%	2637870
Susan Vollmer Otto	Compliance officer	1 Mar 2005	Other	2786151
John Patrick Obrien	President	1 Mar 2005	75% - 100%	2637870

Based in Scottsdale

The principal office where Jsd Financial Design performs its advisory services is located at 6263 N. Scottsdale Rd. #290, Scottsdale, AZ 85250 The mailing address of the firm is 6362 N. Scottsdale Rd. #290, Scottsdale, AZ 85250. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-473-3344 or by fax 480-473-4626. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at ottocapitalmanagement.com.