JD Gardner, CFA & CMT
Portfolio Manager
JD Gardner, CFA & CMT
Portfolio Manager
I support our growth by helping advisors attack the behavior gap, the difference between the returns investors could achieve by making rational decisions and the returns they actually achieve due to cognitive biases and emotional influences.
Our success allows me to deliver solutions designed to minimize behavioral inefficiencies and enhance outcomes because an investor’s return is more important than an investment’s return.
My professional background includes an undergrad degree in Finance and an MBA with a concentration in Finance from Wright State University. I hold both the CFA Charter and Chartered Market Technician (CMT) designations. Previous endeavors include roles at UBS and Morgan Stanley, serving as a research analyst. With experience in developing systematic strategies, I saw the opportunity to help navigate the current environment with efficiencies found in the ETF structure.
Rounding out my life finds me living in L.A. (of course that means Lower Alabama) in Fairhope with my wife Mallory and our 4 kids (JJ, Luke, Mims, & Silas).
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.