Jsd & Associates , Inc
- Regulatory AUM
- $21.9M
- Discretionary
- $21.9M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 4
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | Fewer than 5 clients | $20.8M | 94.9% |
| Other | Fewer than 5 clients | $1.1M | 5.12% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Upstate New York Engineers Pension Fund Bd Of Trust Upstate New York Engineers Pension Fund | 2024 | |
| 1199 Seiu Regional Pension Fund Trustees Of 1199 Seiu Regional Pension Fund | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Vinciguerra | Registered representative | Apr 2025 (1y) | ||
| Giovanni Bonaventura Vitale | Registered representative | Apr 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Upstate New York Engineers Pension Fund | Bd Of Trust Upstate New York Engineers Pension Fund | 2,462 | $455M | 04/01/2024 |
| 1199 Seiu Regional Pension Fund | Trustees Of 1199 Seiu Regional Pension Fund | 5,171 | $232M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Wilmington Trust Company $14.8M (68% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗