JMO Financial

Overview

JMO Financial is an independent registered investment adviser that serves individual and family clients. The firm functions as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its business activities extend into real estate and insurance brokerage, which can influence both product access and due‑diligence on nontraditional investments. JMO Financial charges fees as a percentage of assets under management and also uses hourly and fixed fees for certain engagements. The adviser does not identify as an active ESG investor and appears to operate on a single‑state basis.

Assets & Accounts

Public Holdings

Investments & Alternatives