About Us

JEDI MANAGEMENT, INC. (“JEDI”) is a Registered Investment Advisor and Wealth Management Firm that undertakes engagements in the areas of personal financial, estate and business planning.  JEDI’s clients consist of individuals, families, businesses, plan sponsors of qualified retirement plans as well as other entities.  

All efforts on behalf of clients involve the design and/or assistance in implementing a strategic plan in one or more areas of need.  JEDI is a boutique firm in business since 1987 whose mission is to provide objective, independent and highly personalized advice.

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