Broker Check

Who We Are

At JDH Advisors, we are part of one of the largest networks of independent advisors in America. Our network includes SagePoint Financial in Phoenix, FSC Securities Corp. in Atlanta, Royal Alliance in Jersey City, Securities America in Omaha, Triad Advisors in Norcross, GA and Woodbury Financial in Oakdale, MN. All are registered broker-dealers and registered investment advisors and members of FINRA and SIPC. The combined revenue of our six firms is more than $3 billion from our 11,000 financial professionals.

Our broker dealer, SagePoint Financial, offers brokerage clearing support through Pershing, LLC.  They are 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 has over $2 trillion in global client assets. 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 is the Bank of New York Mellon, which was founded by Alexander Hamilton in 1784.

Finding Your Fit

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and goal driven financial future.

If you have any questions, please send us an email or call the office. We look forward to speaking with you.