JDA & Associates Information

JDA & Associates advises a small number of high net worth clients to help them manage their wealth with a focus on individual and family objectives. The firm was founded in January of 2003 by Jay D. Ahlbeck, CLU, ChFC. Mr. Ahlbeck launched JDA & Associates after 15 years of experience working in large diversified financial institutions. As a Senior Vice President at Fleet Bank (formerly Summit Bank), Mr. Ahlbeck managed a 20 member staff of Account Executives servicing affluent clients. Mr. Ahlbeck gained diverse experience and knowledge while managing his staff and building client relationships. While working for Wealth Strategies, Private Banking, Quick & Reilly Brokerage, and Fleet Insurance Services (all subsequently acquired by Bank of America) Mr. Ahlbeck was immersed in wealth management and planning strategies for high net worth clients.