JMN Investment Management LLC

Overview

JMN Investment Management LLC is a small, independent registered investment adviser that focuses on individualized portfolio management and financial planning for high-net-worth individuals and families. The firm’s activity is concentrated on discretionary management, with a clear tilt toward fixed-income strategies. Its advisory services include financial planning, direct portfolio management for individuals and small businesses, and management of pooled investment vehicles. The firm also operates as an “other financial product” salesperson and lists an affiliation with commodity pool/operator or commodity trading advisor activity, implying experience or access to commodity-related structures. Fee arrangements are flexible: the firm uses asset-based fees alongside hourly, subscription and fixed-fee engagements, which suggests it services both ongoing advisory relationships and project-based planning work. JMN does not present itself as an ESG-focused manager and is classified as a single-state adviser.

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Investments & Alternatives

Location & Offices