Press Releases

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

TUCSON, Ariz., Jan. <#>, 2012—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.


JDM Renews Commitment to Financial Ed for Retirement with New Report

TUCSON, Ariz., Jan. <#>, 2012—JD Mellberg Financial (JDM), a firm that specializes in creating concern-free annuity income sources for those in and approaching retirement, today announced it has expanded its library of groundbreaking educational e-books with a new title aimed at explaining the Legal Reserve System and the multiple levels of protection that ensure the value of annuities.


Every Little Bit Counts: JDM Welcomes Social Security Increase

TUCSON, Ariz., Jan., 2012—JD Mellberg Financial (JDM), a nationwide firm that specializes in financial planning for retirees and pre-retirees, today cautiously lauded the increased Social Security Administration’s (SSA) payouts and limited Medicare premium increases that began with the New Year

According to the SSA Web site, retirees are now getting a 3.6 percent monthly cost of living adjustment (COLA) for 2012. This increase covers over 60 million people, including those receiving Social Security and those collecting Supplemental Security Income (SSI).


NASCAR Driver Landon Cassill Visits JD Mellberg For Company Appreciation Event

TUCSON, Ariz., Nov. 10, 2011—On Nov. 9, JD Mellberg Financial (JDM) hosted a special, NASCAR-themed Company Appreciation Event beginning at its main offices, 1785 E. Skyline; Suite 131 in Tucson, Arizona.

The event, which took place 4:00-6:00 p.m., centered around a visit by professional NASCAR driver Landon Cassill, who made himself available for autographs, photos and conversation with JDM President and Founder Joshua Mellberg, JDM staff and several of their family members.

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