9820 Willow Creek Road,
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 of approximately $3 billion.
Osaic Wealth, Inc. 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 clearing house in the industry in 2008 by Investment News. In addition to SIPC protection, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London. As of December 31, 2018, Pershing’s parent company, the Bank of New York Mellon has over $33 trillion in assets under custody and / or administration and $1.7 trillion in assets under management.