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J.P. DIVERSIFIED ASSET MANAGEMENT LLC

CRD 165515

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$25.0M

Discretionary AUM

$25.0M

Team

1 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-21

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals1$25.0M

All web addresses on file

Official SEC filing: View on IAPD