JAD Enterprises

Accredited
Investor Leads
&
Marketing Services

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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 phone-qualified 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. Samples from $250; standard tiers from $750.
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.

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Social Media

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

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AI Calling Agent

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

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Voicemail Drops

Ringless voicemail to thousands of accredited investors.

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Full-Service Campaigns

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

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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

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, an accredited investor must meet specific income, net worth, or professional qualification thresholds. Accredited status is what each investor told our callers or the qualifying broker, using these criteria.

$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 Qualifies Leads

Every accredited investor on a JAD lead list goes through a documented, multi-step process before delivery. As of 2026, our Dallas-based in-house team speaks with 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 Qualification

Our Dallas team places an outbound call and asks about 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 the lead and re-check the record after the window.

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

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 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 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.

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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 speaks with every Real-Time Lead by phone 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. 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 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. 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.
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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 info@jadenterprises.org
1402 S Custer Road, Suite 503
McKinney, TX 75072
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