JD Annuity

  • Better Business Bureau A+ Rating
  • Inc 5000 Company - Annuities
  • Mcafee Secure

About Us

Founded by Joshua Mellberg in 2005, J.D. Mellberg Financial is an independent financial services firm specializing in safe retirement income planning. Our mission is to help or clients achieve a financially secure and enjoyable retirement. The firm has been recognized as the fastest growing in the industry in the United States by Inc. Magazine.

The company’s growth can be attributed to its president Josh Mellberg’s dedication to doing the right thing by the client. “My biggest passion is for learning,” says Mellberg. “Once I learn something, I can’t wait to share it with my clients and my team.” Mellberg helps clients understand their retirement options and risk tolerance and then provides guidance on which insurance and investment options make the most sense.

More than 8 million people all across the United States have visited J.D. Mellberg’s websites to learn how a financial professional with his expertise designs retirement income plans. Josh’s popular financial education videos have been downloaded and viewed more than 4 million times over the past year, with an average of about 350,000 visitors each month.

J.D. Mellberg Financial believes in educating our clients through live seminars, a series of videos and whitepaper materials. They believe equally in continuous education of their financial advisors in order to offer the best alternatives and tools for clients, and help them make more informed decisions about their future.

At its inception, the firm employed five staff members working tirelessly to help people structure their retirement funds in ways that would provide them greater security, lifelong income, and potential growth. Today, the firm has more than 120 employees and 200 Advisors/Agents nationwide, and continues to grow.

Inc. Magazine recognizes J.D. Mellberg Financial in its Hire Power list in 2013 for increasing its employee count by 84% over the previous 18-month period.

In addition to the corporate staff in Tucson, their Face2Face program is composed of a network of over 100 retirement income planners around the country who are personally trained by Josh Mellberg to follow his philosophy upholding the highest standards.

J.D. Mellberg Financial has steadily and steadfastly grown year after year. The firm’s assets raised went from $187 million in 2011, to over $1 billion.