JDH Advisors

Branch Manager

(858) 558-2090 dennis@jdhadvisors.com

At JDH Advisors, we are part of one of the largest networks of independent advisors in America. We are affiliated with Osaic Wealth, Inc. a registered broker-dealer and registered investment advisor and member of FINRA and SIPC. Osaic Wealth, Inc. is privately held and has revenues in excess of $4 billion. 

Osaic offers brokerage clearing support through Pershing, LLC, the world’s largest provider of brokerage services to independent professionals.

Pershing has been a leading global provider of financial business solutions for 80 years and was named the #1 U.S. clearing firm, based on the number of broker-dealer clients. In addition to SIPC protection, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London.  Pershing’s parent company, the Bank of New York Mellon, oversees more than $50 trillion in assets for their clients.  Bank of New York was founded by Alexander Hamilton in 1784.