Tech stack
No one at Jdl Advisers has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
C
Capital Client Group, Inc.
Per Form ADV · $1.2B held · filed Nov 2024
Schwab
Per Form ADV · $462M held · filed Nov 2024