J.D.T. INC
Legal name: INVEST INC.
CRD #146357 SEC #801-122790 LEXINGTON, KY 859-268-9200
SEC Registered
Total AUM
$125.5M
Discretionary
$119.4M
Employees
5
Clients
0
Accounts
160
Firm Details
- Organization Type
- Corporation
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
| THOMPSON, JOHN, D | I | PRESIDENT & CCO | E | Control |
Registrations
Federal
IA
Jan 6, 2025 REGISTERED
Notice Filings (1)
KY
Address
444 LEWIS HARGETT CIRCLE, STE 125LEXINGTON, KY 40503
United States
Phone: 859-268-9200