JDM Financial Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 122057
- Registered since
- August 10, 2021
- Website
- www.jdmfinance.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.21%
- Individuals6.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
JDM Financial Group LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the publication of periodicals or newsletters. JDM charges fees as a percentage of assets under management and also uses hourly and fixed-fee billing arrangements. The firm functions as a capital allocator and places client capital with third-party managers; it does not identify as an active ESG investor and is not listed as a pension consultant or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Cash & Cash Equivalents18%
- Exchange Traded Equities3%
Contacts
3 of 4
Jessica Roks
Financial PlannerCRD 5731201
Jeffrey Munjack
FounderCRD 3222513
Jessica Rosenberg
Director of OperationsCRD 4833399
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 202Active vs passive
$520M in ETFs
94%
$487M
5%
$33.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $199M | 340,560 | 38.15% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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