John Shreck is a registered investment advisor at Jds Investment Management, based in Salt Lake City, UT, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 13 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
The annual fee may be negotiable.
Fee Estimator
Location
Salt Lake City, UT
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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
John is the President/Accountant/Tax Preparer at JDS Financial Management PC, a tax planning and preparation firm, dedicating about two-thirds of his time to this activity. He is also a limited partner in WECI LLC, Shreck Family Farms LP, BHJC LP, and CJS Farms LP, all personal rental farm properties, spending minimal time on these activities.
Employment History
Current Registrations
Jds Investment Management
Previous Registrations
MML Investors Services, LLC
State Registrations1 state
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