The Sky’s the Limit: JD Mellberg Financial Posts Outstanding 2011 Performance

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JD Mellberg financial brought in an outstanding $127 Million in internal business including annuities and securities.

Annuities, Financial Advisor, Investing, Estate Planning

JD Mellberg Financial

This outstanding growth also reflects the obvious value in providing our clients with a safe and secure income stream throughout their retirement.

JD Mellberg Financial (JDM) is proud to announce that in 2011 it experienced not just another banner year, but it had shattered all previous expectations.

JDM brought in an outstanding $127 million in internal business including annuities and securities. Combined with its network of external advisors across the United States, the firm raised over $200 million in total assets.

“We originally hoped to raise about $100 million in assets over the year,” said Josh Mellberg, JDM founder and president. “I can’t tell you the appreciation I feel towards my outstanding and capable staff, from the call center to the advisors to the administrative personnel and everyone in between. They believe in JDM’s mission of providing its clients with retirements that have minimal financial concerns, if at all. Thank you, everyone!”

Mellberg added, “This outstanding growth also reflects the obvious value in providing our clients with a safe and secure income stream throughout their retirement, as well as the confidence and well-being that comes along with that. We at JDM find this to be a very worthy and fulfilling mission, and it is our pleasure to provide it to retirees and pre-retirees everywhere.”

By comparison, in 2010 it raised a still-impressive $42 million in internal business, a third of 2011’s assets. During 2010 the securities and external advisor network programs were still in their infancy, with very limited returns for both.

This dedication to JDM’s mission, as well as high quality control and consumer demand for its services, are indicative of the firm’s remarkable two-year, 1000 percent growth rate. It also saw its first listing in Inc. magazine’s Inc. 5000 annual ranking and the purchase of a new, 22,000-square-foot office building needed to house its growing operations.

What does 2012 hold for the firm? “We see no indication that we’ll be slowing down anytime soon,” Mellberg revealed. “It’s too early to make any hard estimates, but we’re hoping to surpass assets JDM serviced in 2011 two to three times by this time next year.”

JD Mellberg Financial, a limited liability company, works to ensure a financially secure and enjoyable retirement for its clients through a guaranteed income-for- life. It achieves this with secure investment vehicles and the latest in tax-advantaged strategies that garner high earning power and minimal risk. For more on JD Mellberg, call 877-881-0943, visit or write to JD Mellberg Financial; 3067 W. Ina Road; Tucson, Ariz.; 85741.


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Fabiano Moura