J Dever is a CFA-designated registered investment advisor at Alden Capital, based in Lancaster, PA, with 9 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 2,552 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Alden Capital Management charges up to 2.00% annually for customized investment management. The exact fee is negotiable and determined by each Investment Advisory Representative. Fees are charged quarterly in arrears based on the portfolio's value on the last business day of the quarter. Clients may pay fees directly from their account or by check. A 0.05% annual reporting fee is billed monthly for clients using the Alden COVE platform.
Location
Lancaster, PA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jaidan Piper, CFPFaithward Advisors, LLC
- Peter Costanzo, CFPJanney Montgomery Scott LLC
- David Smith, ChFCOsaic Wealth, INC.
- Rick Rodgers, CFPRodgers & Associates
- Emily Detz, CFARkl Private Wealth
- Andrew Nell, CFPGreenspring Advisors, LLC