JMO FINANCIAL
Firm details
- Headquarters
- CARLSBAD, California
- CRD number
- 175086
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89%
- Individuals11%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Jmo Financial operates as an independent registered investment advisor (RIA) with a focus on providing financial planning and portfolio management services primarily to individuals and families. The firm is structured as a corporation and is owned by an individual. Jmo Financial also engages in real estate and insurance brokerage activities, which complement its advisory services. The firm does not actively pursue ESG investments and is not classified as a multi-state advisor.
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
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Contacts
1 of 1JAMES OBRIEN
OwnerCRD 2534087
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CARLSBAD, CA
SAN DIEGO
Location
CARLSBAD, CA
Headquartered in CARLSBAD, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 2930 San Bristo Way
- Time zone
- PT (UTC-8)
- Office locations
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