Our Firm

J Dostal Investments,Inc. provides private investment management for a fee through TradePMR,  discount brokerage firm and member of  FINRA (The Financial Industry Regulatory Authority) and SIPC (Securities Investor Protection Corporation).TradePmr clears their trades through First Clearing, LLC.

About First Clearing: 
First Clearing, LLC is a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Headquartered in St. Louis, First Clearing is a leading provider of clearing and custody services to quality financial institutions, including one of the largest retail brokerage firms in the United States. Their services include transaction execution, operational support, and the production of account statements and tax reporting documents. First Clearing is a member of the New York Stock Exchange, NASDAQ, and other major exchanges.

SIPC Coverage:
First Clearing is a member of the Securities Investor Protection Corporation (SIPC), a non-profit, congressionally-chartered, membership corporation created in 1970. SIPC protects clients against the custodial risk of a member brokerage firm becoming insolvent by replacing missing securities and cash up to $500,000, including up to $250,000 in cash per client in accordance with SIPC rules. (Note that SIPC coverage is not the same as, nor is it a substitute for, FDIC deposit insurance. Securities purchased through First Clearing are not FDIC-insured; however, cash in some account types may be covered by FDIC insurance and not by SIPC coverage.) For more information about SIPC, please visit www.sipc.org.

Other Coverage:
Above and beyond SIPC coverage, First Clearing maintains additional insurance coverage provided through London Underwriters (led by Lloyd’s of London Syndicate) (Lloyd’s) and other insurance companies rated A or better by A.M. Best. For clients who have received the full SIPC payout limit, First Clearing’s policy with Lloyd’s provides additional coverage above the SIPC limits for any missing securities and cash in client brokerage accounts up to a clearing-firm aggregate limit of $1 billion (including up to $1.9 million for cash per client). In other words, the aggregate amount of all client losses covered under this policy is subject to a limit of $1 billion, with each client covered up to $1.9 million for cash.

TradePMR provides a state-of-the-art trading platform and back office support.  Most of what they do is behind the scenes, but you can feel confident that your account is being handled efficiently with quality trade executions. They have one of the largest no-load/no-transaction-fee mutual fund networks in the business, private money managers, and low-cost trades for stocks, bonds and exchange-traded funds.

Clients also receive complete year-end tax reporting.  Transferring your account to TradePMR is easy, too.