+1 626-542-1629
[email protected]

J&D Financial

Strategic Investment Solutions for Your Future

J&D Financial West Coast Corp provides expert investment advice and portfolio management tailored to your unique financial goals.

$1.8B+

Assets Under Management

800+

Satisfied Clients

15+

Years of Excellence

18.5%

Average Annual Return

Our Investment Services

Comprehensive financial solutions tailored to your specific needs and goals, backed by decades of industry expertise.

Portfolio Management

Customized investment portfolios designed to align with your risk tolerance and financial objectives.

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Wealth Management

Comprehensive wealth strategies that integrate investment management with financial planning.

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Corporate Advisory

Strategic financial guidance for businesses, including M&A, capital raising, and restructuring.

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Retirement Planning

Personalized retirement strategies to help you achieve financial independence and security.

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Securities Analysis

In-depth research and analysis of securities to identify investment opportunities with growth potential.

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Tax Optimization

Strategic tax planning to minimize liabilities and maximize after-tax returns on your investments.

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About J&D Financial West Coast Corp

Founded in 2010, J&D Financial West Coast Corp has established itself as a trusted provider of investment information and advice to both companies and individuals throughout the West Coast region.

Our team of experienced financial advisors brings decades of combined expertise in securities and commodities markets, delivering personalized investment strategies that help our clients achieve their financial goals.

2010

Founded in Los Angeles with a vision to provide transparent, client-focused investment advice.

2015

Expanded services to include corporate advisory and wealth management solutions.

2018

Reached $1 billion in assets under management and opened offices in San Francisco.

2023

Recognized as one of the top 10 investment advisory firms in California.

Our Mission

To empower our clients with the knowledge and tools they need to make informed investment decisions.

Our Vision

To be the most trusted investment advisory firm on the West Coast, known for integrity and excellence.

Our Values

Integrity, transparency, client-focus, and excellence in everything we do.

Our Team

Experienced professionals dedicated to helping you achieve your financial goals.

Our Certifications

SEC Registered
FINRA Member
CFA Institute
CFP Board

Our Investment Approach

A disciplined, research-driven methodology focused on long-term growth and risk management.

Research & Analysis

In-depth market research and fundamental analysis to identify investment opportunities with strong growth potential.

Risk Management

Strategic diversification and continuous monitoring to mitigate risks and protect your investment portfolio.

Performance Optimization

Regular portfolio rebalancing and tactical adjustments to maximize returns while maintaining alignment with your goals.

Our Performance Track Record

What Our Clients Say

"J&D Financial has transformed our company's investment strategy. Their expert advice has consistently delivered above-market returns while maintaining a balanced risk profile."

Michael Richardson

CFO, Pacific Tech Solutions

"As a high-net-worth individual, I needed sophisticated investment strategies. The team at J&D Financial has exceeded my expectations with their personalized approach and exceptional results."

Sarah Donovan

Private Client

Ready to Get Started?

Schedule a consultation with one of our investment advisors to discuss your financial goals and how we can help you achieve them.

Market Insights

Stay informed with our latest market analysis, investment trends, and financial insights.

Market Analysis
Market Analysis June 28, 2025

Q3 2025 Market Outlook: Navigating Inflation and Growth

Our analysis of key economic indicators and their potential impact on investment markets in the coming quarter.

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Investment Strategy
Investment Strategies June 25, 2025

Diversification Strategies for Volatile Markets

Effective approaches to portfolio diversification that can help mitigate risk during market volatility.

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Economic Outlook
Economic Outlook June 20, 2025

The Impact of Fed Policy on Investment Markets

An analysis of how Federal Reserve monetary policy decisions are likely to affect various asset classes.

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Contact Us

Have questions about our investment services? Our team is here to help you.

Get in Touch

Our Office

Los Angeles Office

9854 National Blvd, Suite 370
Los Angeles, CA 90034

+1 626-542-1629

[email protected]

Monday - Friday: 9:00 AM - 5:00 PM

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