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 pre-qualified accredited investors through verified 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 phone verification — serving sectors including oil & gas, real estate, private placements, precious metals, cryptocurrency, and more.

2–14 days
Real-Time Lead freshness, phone-verified by our in-house Dallas team before delivery.
$0.25–$5
Per accredited investor lead, depending on tier. Samples from $250; standard tiers from $750.
100% U.S.
SEC Rule 501 accredited only. 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
Email Lists Email Lists
Cell Phone Cell Phone

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 LinkedIn campaigns targeting high-net-worth audiences.

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, email, 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

Submit your order request with your specifications. We'll send an invoice via QuickBooks.

3

Receive & Start Growing

Lead lists delivered within 1 hour of payment. Campaign services launch within days.

SEC Accredited Investor Criteria

Per SEC Rule 501, an accredited investor must meet specific income, net worth, or professional qualification thresholds. Every JAD Enterprises lead is sourced and verified against these criteria before delivery.

$1,000,000+ net worth
$200,000+ income
$100,000+ investable assets
Current active investor
Has an investment portfolio
Major market players

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're not just here to gain clients; we're here to build lasting partnerships. We believe that the only way to do that is by consistently delivering quality. So, don't settle for less. Choose us, and experience the difference that quality leads can make to your business.

How JAD Verifies Every Lead

Every accredited investor on a JAD lead list passes through a documented, multi-step verification process before delivery. As of 2026, our Dallas-based in-house team verifies every Real-Time lead by phone.

1

Source

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

2

Wealth Check

Confirmed against SEC Rule 501 thresholds: $1M+ net worth, $200K+ income, or $100K+ liquid assets.

3

Phone Verification

Our Dallas team places an outbound call, confirms accreditation, liquidity, and investment interest in a live conversation.

4

Cleanup

Disconnected numbers, deceased contacts, duplicates, and non-accredited prospects removed before delivery.

5

Exclusivity

30-day exclusive on Dialer/Premium; 60-day exclusive on Real-Time. We recall and re-verify after the window.

JAD Enterprises replaces any disconnected number, non-accredited contact, deceased person, or duplicate at no cost. See our Replacement Guarantee.

Accredited Investor Leads Pricing

Dialer Leads

3,000 leads for $750 (minimum)

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. We regularly update our database, ensuring the relevance of our data by removing invalid numbers and contacts. 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 (minimum)

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. These have been called by our callers to eliminate bad numbers or prospects. You receive a 30-day exclusive on this list before it is reviewed again.

Real Time Leads

150 leads for $750 (minimum)

$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 ensure that the investors we identify have 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 and verify it again.

Delivery

You will receive your leads within an hour of payment in Excel format via email.

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

Replacement Guarantee

We stand by the quality of our data. We replace disconnected numbers, non-accredited investors, deceased contacts, and duplicates at no cost. Simply return the records with notes and we'll replace them promptly.

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

Ready to get started? Put in your order request below

New Order Request

As Seen On

Fox NewsBenzingaDigital Journal

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. Real-Time Leads are phone-verified by our in-house Dallas team within 2-14 days of delivery. Sample orders start at $250; standard tiers start at $750.
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. All JAD leads meet at least one of these thresholds.
What are the benefits of using accredited investor leads?
Accredited investor leads let fund managers, syndicators, and private-placement issuers reach pre-qualified prospects who can legally participate in Regulation D offerings. Benefits: faster capital raising (pre-qualified audiences convert 3-5x higher than general investor lists), SEC compliance clarity (Reg D 506(b) requires pre-existing relationships; 506(c) requires verification — JAD documentation supports both), and higher lifetime 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) pre-qualified data (JAD verified lead lists with income, net worth, and liquidity filters), (2) multi-channel outreach (phone calls, social ads, voicemail drops, email, and AI voice qualification), and (3) compliance-conscious messaging under Reg D 506(b) or 506(c). Cold lists alone convert poorly — pair them with 3-5 touchpoints across channels. JAD full-service campaigns handle all three pillars, 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. All real-time leads are phone-verified by our Dallas-based team.
What types of investor leads are available?
We offer three tiers: Real Time Leads ($5/each, 2-14 days old, phone-verified), Premium Fronted Leads ($0.50/each, 6-12 months old, broker-qualified), and Dialer Leads ($0.25/each, 1-2 years old, cleaned and updated). All leads include accredited investor verification.
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. 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 numbers, non-accredited investors, deceased contacts, and duplicates at no cost. Simply return the records with brief notes and we'll process replacements promptly.
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. Every lead goes through a hands-on verification process by our Dallas-based team.
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 →

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

Send Us a Message

Ready to Find Your Next Investors?

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

New Order Get A Quote
Read Our Reviews