JAD Enterprises

Accredited
Investor Leads
&
Marketing Services

Place an Order Get A Quote

JAD Enterprises is an accredited investor lead provider and marketing services company based in McKinney, Texas.

We specialize in connecting investment firms, brokers, and fund managers with accredited investors through lead lists, outbound calling campaigns, social media advertising, voicemail drops, and AI-powered voice agents.

Our leads are sourced from social media ads, broker-qualified fronts, client lists, and in-house calling — serving sectors including oil & gas, real estate, private placements, precious metals, cryptocurrency, and more.

2–14 days
Real-Time Lead freshness, called by our in-house Dallas team before delivery.
$0.25–$5
Per accredited investor lead, depending on tier. Orders start at $750, split across the lead types you pick. That's enough leads for your team to get real traction. A smaller $250 test order is available.
100% U.S.
Accredited investors under the SEC Rule 501 definition, as they reported to our callers or the qualifying broker. Sourced via broker-qualified fronts, survey opt-ins, and client lists.

Accredited Investor Sectors We Serve

Accredited Accredited
Coins Coins
Mining Mining
Medical Medical
Precious Metals Precious Metals
Green Energy Green Energy
Oil & Gas Oil & Gas
Stock Stock
Cannabis Cannabis
Penny Stocks Penny Stocks
Gemstones Gemstones
Cryptocurrency Cryptocurrency
Real Estate Real Estate
Private Placement Private Placement
Movies Movies
Technology Technology

Investor Marketing Services

As a full-service marketing company, we specialize in connecting you with accredited investors. Our expertise lies in eliminating the complexities of reaching new investors, allowing you to focus on what you do best — growing your business.

Caller Services

Dedicated callers working 40-hour weeks qualifying your investor prospects.

Learn more

Social Media

Facebook and Instagram campaigns targeting high-net-worth audiences, with LinkedIn on request.

Learn more

AI Calling Agent

AI voice agents that qualify investor lists at scale with natural conversations.

Learn more

Voicemail Drops

Ringless voicemail to thousands of accredited investors.

Learn more

Full-Service Campaigns

Complete investor outreach: ads, AI calling, live calling, and appointment setting.

Learn more

Not sure what leads or services are the best fit? Take Our Quiz

How It Works

1

Choose Your Leads or Services

Browse our lead types and marketing services. Not sure what fits? Take our quiz or request a quote.

2

Place Your Order

Order online and pay through Stripe: card, debit or ACH (marketing services by ACH). Prefer an invoice? We send one through QuickBooks, payable by card, debit, ACH or Apple Pay. Wire transfer or check also works if you ask.

3

Receive & Start Growing

Most orders delivered within 1 hour of payment, up to 8 hours on busy days or after hours. Campaign services launch within days.

SEC Accredited Investor Criteria

Per SEC Rule 501, a person is an accredited investor if they meet one of the tests below. Accredited status is what each investor told our callers or the qualifying broker. We don't check their net worth or income ourselves.

SEC accredited investor test (Rule 501), one of:

Net worth over $1M, not counting your home
Income over $200K ($300K with a spouse) in each of the last 2 years
Holds a Series 7, 65 or 82 license

What our callers also ask (Surveyed leads)

About $100K+ available to invest
Recent investing
Open to new deals
Whether they could fund in about 30 days

$100K+ to invest is not part of the SEC test. We ask because investors with that much ready are the ones most offers need.

Our leads are sourced from a diverse range of channels, ensuring freshness and variety. From conducting our own comprehensive surveys to leveraging client lists of recent investors from industry-leading companies, we leave no stone unturned in our quest to provide you with the most promising leads.

We want clients who come back for years. The way to earn that is honest data and straight answers. If a lead is bad, send it back within 30 days and we replace it.

How JAD Qualifies Leads

Each tier gets a different level of checking. Surveyed (Real-Time) leads: our callers spoke with each one in the last 2–14 days and asked the full set of questions. Fronted (Premium) and Dialer leads get a shorter call to check the number is in service and it's the right person.

1

Source

Prospects sourced from broker-qualified fronts, survey opt-ins, client lists, and affluent-ZIP datasets.

2

SEC Questions

Our callers or the qualifying broker asked about the SEC test: net worth over $1M not counting the home, income over $200K ($300K with a spouse), or a Series 7, 65 or 82. Surveyed leads are also asked about $100K+ to invest, which is not part of the SEC test.

3

Phone Call

Surveyed leads: our Dallas team spoke with each one in the last 2–14 days and asked the full set of questions. Fronted and Dialer leads get a shorter call to check the number and the person.

4

Cleanup

We check numbers and remove duplicates of your past orders. Do-not-call requests, non-accredited people and bad data our callers find come off the list. It's not 100%.

5

Exclusivity

60-day exclusive on Real-Time and Email leads; 30-day exclusive on Premium and Dialer. After the window, we re-check the record and it may be sold again.

We check numbers and remove duplicates of your past orders before delivery. It's not 100%, so send back bad records with a short note within 30 days of delivery and we replace them one for one. See our Replacement Policy.

Accredited Investor Leads Pricing

Dialer Leads

3,000 leads for $750

25¢

Our dialer leads are specifically designed for teams, small or large, utilizing a dialer system. While our leads have some age, they originate from fronts and client lists, enhancing the likelihood of finding active, accredited investors. Our callers give these a shorter call to check the number is in service and it's the right person. We take off bad data, do-not-call requests and non-investors they find. You receive a 30-day exclusive on this list before it is reviewed again. Pricing is tiered by age: 1-2 years at $0.25, 2-3 years at $0.10, and 3-4 years at $0.05 per lead.

Premium Leads

1,500 leads for $750

50¢

Our Premium Investor Leads were generated in the past 6-12 months by brokers who qualified for interest and liquidity while pitching investment opportunities. Most of these leads have originated from fronts lists and some client lists who were pitched and or invested in a wide array of different investments. Our callers give these a shorter call to check the number is in service and it's the right person. Whenever they find a do-not-call request, a non-accredited person, bad data or a non-investor, we take them off the list. These leads don't get the full survey. You receive a 30-day exclusive on this list before it is reviewed again.

Real Time Leads

150 leads for $750

$5

Our Real Time Investor Leads are all voice qualified within the past 2-14 days. We have an in-house team dedicated to making outbound calls throughout the day. Our team identifies accredited investors who are actively seeking new investment opportunities. We ask the investors we identify about their liquid assets. We learn about the investors' past profitable investments and their openness to new investment ideas. You receive a 60-day exclusive on this list before we recall it and re-check the record.

Delivery

Most orders arrive within an hour of payment, by email in Excel format. Busy days or after-hours orders can take up to 8 hours.

Available formats: Microsoft Excel (.xls), CSV (.csv), Adobe Acrobat (.pdf)

Replacement Policy

We replace disconnected or invalid numbers, wrong person, not accredited (as they told us), deceased, and duplicates of a past order with us, one for one. Send the records with a short note within 30 days of delivery. We usually replace them within 1–2 business days.

Discounts available for large orders. Contact us for custom pricing.

Ready to get started? Put in your order request below

New Order Request

Frequently Asked Questions

How do I find accredited investor leads?
JAD Enterprises delivers accredited investor leads through three channels: pre-built lead lists (Dialer, Premium, or Real-Time tiers), done-for-you outbound campaigns (calling, social media, voicemail drops, AI voice agents), or full-service marketing. Our in-house Dallas team spoke with every Real-Time Lead by phone in the 2-14 days before delivery. Orders start at $750, split across the lead types you pick. That's enough leads for your team to get real traction. Want to try the data first? A smaller $250 test order is available.
What are the requirements to be an accredited investor?
Per SEC Rule 501, an individual qualifies as an accredited investor if they meet any one of: (1) annual income of $200,000+ individually or $300,000+ jointly with a spouse for the past two years with the same expected this year, (2) net worth exceeding $1,000,000 excluding primary residence, or (3) holding a Series 7, 65, or 82 license in good standing. Entities like trusts over $5M and qualifying institutions also qualify. JAD leads are investors who reported meeting at least one of these thresholds to our callers or the qualifying broker.
What are the benefits of using accredited investor leads?
Accredited investor leads let fund managers, syndicators, and private-placement issuers reach prospects who told our callers they meet the SEC accredited investor definition. Benefits: less time spent on prospects who cannot invest in your offering, and higher value per contact because accredited investors typically commit larger capital per deal.
What is the difference between an accredited investor and a qualified investor?
Accredited investor status is based on income ($200K+), net worth ($1M+), or professional licenses (Series 7/65/82) and permits participation in private Reg D offerings. Qualified purchaser status is a higher bar — $5M+ in investments for individuals, $25M+ for institutions — and permits participation in 3(c)(7) funds with unlimited investor counts. Every qualified purchaser is also an accredited investor, but not vice versa. JAD focuses on accredited investors, the broader category most relevant to syndications and private placements.
How do I target accredited investors effectively?
The most effective targeting combines (1) targeted data (JAD lead lists filtered by self-reported income, net worth, and liquidity), (2) multi-channel outreach (phone calls, social ads, voicemail drops, email, and AI voice qualification), and (3) messaging your own counsel has reviewed. We don't give legal advice. Cold lists alone convert poorly — pair them with 3-5 touchpoints across channels. JAD full-service campaigns handle the data and the outreach, including appointment-setting to your calendar.
How does JAD Enterprises source investor leads?
We use a multi-channel approach: social media ads to high-net-worth audiences, survey opt-ins, fronted leads from brokered opportunities, and proprietary datasets including business ownership records, voter registration, and property details in affluent ZIP codes. Our Dallas-based callers speak with every real-time lead by phone.
What types of investor leads are available?
Orders start at $750, split across lead types. We offer four tiers: Real Time Leads ($5/each, 2-14 days old, called by our team), Premium Fronted Leads ($0.50/each, 6-12 months old, broker-qualified), Dialer Leads ($0.25/each, with budget lists from $0.05, 1-4 years old, cleaned and updated) and Email Leads ($0.10/each). Accredited status is what each investor reported to our callers or the qualifying broker.
How quickly will I receive my leads?
Most lead lists are delivered within 1 hour of payment during business hours via email in Excel format — and within 8 hours during high-volume periods or after hours. CSV and PDF formats are also available on request. Campaign-generated leads flow in real time via Google Sheets.
What happens if I find bad data?
We replace disconnected or invalid numbers, wrong person, not accredited (as they told us), deceased, and duplicates of a past order with us, one for one. Send the records with a short note within 30 days of delivery. We usually replace them within 1-2 business days.
How is JAD different from other lead providers?
JAD doesn't just sell lists — we deliver complete, custom lead generation solutions. Our services span outbound calling, social media campaigns, voicemail drops, and AI-powered voice agents, all focused exclusively on accredited investors. We check each list for working numbers and duplicates, and our Dallas-based team speaks with every Real-Time Lead by phone.
Can I get leads by location, industry, or investor type?
Yes — we offer filters by state, city, ZIP code, net-worth tiers, industries (real estate, oil & gas, private placements, metals, crypto), and business ownership. We also build custom lists for specific regions, sectors, or liquidity requirements.
View All FAQs →

New to buying investor leads? Read our complete guide to finding and qualifying accredited investor leads.

Contact Us

Simply email us and let us know what type of investor you're looking for and how many leads you're interested in. We can do special orders and will consider any special need you might have — we're here for you.

(214) 304-2168 [email protected]
1402 S Custer Road, Suite 503
McKinney, TX 75072
Download Leads & Services Pricing Guide Download Full-Service Campaign Guide Download AI Investor Calls Product Overview

Send Us a Message

Ready to Find Your Next Investors?

Get started today with accredited investor leads and marketing services tailored to your offering.

New Order Get A Quote
Read Our Reviews