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Client Advisory

Biography

JD is an Associate in the Jacksonville office, where he assists Wealth Management advisors with the onboarding of new clients, transaction and account-related requests, ongoing client interaction, and the preparation of client financial reports and portfolio statements.

Prior to joining Cerity Partners full time, JD worked as an Equity Research intern for Bradley, Foster & Sargent, conducting company research.

Education

  • B.A. in Economics from Trinity College

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.