Company Information

Get to know JDJ Family Office Services

Founded in 2001, JDJ Family Office Services is a specialized practice that provides administrative and financial services to ultra-high-net-worth individuals, families, and their foundations. Their mission is to simplify the complexities of their clients' lives by offering a holistic suite of services, including bill paying and expense management, investment partnership administration, tax planning and compliance, and lifestyle management. In 2021, JDJ was acquired by CBIZ, a national professional services firm, allowing it to leverage broader resources while maintaining its boutique, high-touch service model for its clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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JDJ Family Office Services

United States

Founded in

2001 (25 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.