National 529 Day is coming up! Celebrate on May 29 by making a gift to a child or grandchild’s 529 Qualified Tuition Savings Plan (formerly called 529 College Savings Plans). These savings vehicles are available through government-sponsored programs in nearly all states and the District of Columbia. Most 529 plans offer a range of investment […]

We are pleased to announce that Nikkisha Spencer, MBA, has been named to The Boston Foundation’s (TBF) Professional Advisors Network. Nikkisha is one of six new members named to the group.  JDJ Vice President Angela Simmons will become an alumna of the Professional Advisors Network when her three-year term expires in June. TBF’s Professional Advisors […]

We are thrilled to announce that JDJ Family Office Services has been named Best Property and Household Service Firm by Family Wealth Report (FWR). JDJ Partners Jamie Kittler and Kylie Ruschioni attended FWR’s 9th Annual Awards gala in Manhattan last night where they accepted the award. JDJ was a finalist in five categories, which is […]