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, SEC-registered RIA that began filing in 2021 and is owned by an individual principal. The firm acts as a capital allocator for individual and family clients and provides a mix of financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its advisory services also include publication of periodicals or newsletters. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements. JDM does not identify as an active ESG investor and is not registered as a multi-state 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 185Active vs passive
$465M in ETFs
96%
$444M
3%
$20.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $180M | 300,823 | 38.62% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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