RIA Intel›Advisers›Utah›JDS INVESTMENT MANAGEMENT CORP

JDS INVESTMENT MANAGEMENT CORP

Advisory

UT

Data as of Apr 15, 2026 · Source: SEC Form ADV

Rank in UT

#236

of 249 advisers by AUM

Average account

$544K

across 77 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InUT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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