Welcome to a life less complicated. Since its founding in 2001, JDJ has simplified the lives of our clients by managing their personal financial and administrative matters. All of JDJ’s services are available à la carte and are customized to meet the needs of each client relationship. Our services are performed with professionalism, expertise, and integrity by a dedicated client team with an understanding of each client’s unique financial needs. Central to our success is our innovative approach, which incorporates wealth preservation and creation, generational planning, asset protection, tax and advisory, and lifestyle services into a unified long-term strategy. We utilize a holistic approach in which we apply an inclusive, hands-on and customized methodology to our client relationships. We are the advisor charged with aggregating information from all other advisors, building collaboration between advisors, and maintaining a complete picture of a client’s financial well-being. We take pride in our accessibility, independence, and flexibility. JDJ does not manage assets, sell products, or receive commissions. Rather, we are an independent advocate and objective resource for our clients. For more information, please visit www.jdjfos.com
View Top Employees from JDJ Family Office ServicesWebsite | http://www.jdjfos.com |
Revenue | $8 million |
Employees | 107 (72 on RocketReach) |
Founded | 2001 |
Address | 2 Oliver Street Suite 905, Boston, Massachusetts 02196, US |
Phone | (617) 765-2100 |
Fax | (857) 239-8570 |
Technologies |
JavaScript,
HTML,
PHP
+14 more
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Industry | Financial Services, Finance General, Personal Accounting and Net Worth Reporting, Finance, Investment and Balance Sheet Administration, Bill Paying and Expense Reporting, Trust and Estate Administration, Budgeting and Cash Flow Planning, Lifestyle Management, Tax Planning and Coordination |
Keywords | Wealth Planning, Asset Protection, Tax, Financial Consulting, Wealth Management Products, Personal Finance |
SIC | SIC Code 87 Companies, SIC Code 872 Companies |
NAICS | NAICS Code 54121 Companies, NAICS Code 54 Companies, NAICS Code 5412 Companies, NAICS Code 541 Companies |
Looking for a particular JDJ Family Office Services employee's phone or email?
The JDJ Family Office Services annual revenue was $8 million in 2024.
Jane Higgins is the Vice President of Finance and Administration of JDJ Family Office Services.
72 people are employed at JDJ Family Office Services.
JDJ Family Office Services is based in Boston, Massachusetts.
The NAICS codes for JDJ Family Office Services are [54121, 54, 5412, 541].
The SIC codes for JDJ Family Office Services are [87, 872].