BAM Advisor Services Adds JD Financial Fitness to The BAM ALLIANCE

JD Financial Fitness LLC of Santa Clara, California, has partnered with BAM Advisor Services and become a new member of The BAM ALLIANCE, a nationwide community of independent, like-minded financial advisory firms.

Founded in 2004, JD Financial Fitness LLC engaged BAM Advisor Services and joined The BAM ALLIANCE in mid-2019. The firm, which is led by financial planner Jeanne Duce, CFP®, EA, provides planning-centric and comprehensive wealth management solutions to clients in Santa Clara and the surrounding area.

BAM Advisor Services is home to The BAM ALLIANCE, which was established in 1997, and Loring Ward. Together, they serve more than 300 independent Registered Investment Advisors (RIAs) along with thousands of other financial advisors located throughout the United States.

 

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The opinions expressed by featured authors are their own and may not accurately reflect those of the BAM ALLIANCE®. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice.

© 2019, The BAM ALLIANCE®

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