J Dever is a CFA-designated registered investment advisor at Alden Investment Group, based in Lancaster, PA, with 8 years of industry experience. J operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 978 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Investment Advisors' fees for asset management services are negotiable, up to a maximum of 2.00% annually. Fees are charged quarterly in arrears based on the portfolio value on the last business day of the quarter. The firm aggregates all managed accounts to determine the quarterly fee. Each Investment Advisory Representative determines their own fees, so clients may find lower fees with other representatives. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
Lancaster, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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J is the founder of JDP Capital Management, LLC, an investment management firm focused on small community banks, founded in 2023.
Employment History
Current Registrations
Alden Investment Group
Alden Capital
Previous Registrations
Piper Sandler & CO.Broker
Morgan StanleyBroker
State Registrations1 state
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