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UPSTATE ADVISORS GROUP
JSD & ASSOCIATES , INC
CRD 135107 · SEC 801-64221
453 SOUTH MAIN STREET, NORTH SYRACUSE, NY, 13212, United States
Phone
315-422-1200
Fax
315-422-1295
Registration
— (—)
Source
State registered
Total AUM
$21.9M
Discretionary AUM
$21.9M
Team
3 total employees; 2 advisory reps; 8 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (institutions)PORTFOLIO MANAGEMENT FOR TAFT-HARTLEY ACCOUNTS
Official SEC filing: View on IAPD