Jdm Financial Group LLC
Jdm Financial Group LLC (CRD# 122057) is a financial advisory firm headquartered in Austin, TX. They manage $245,199,390 in 710 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management245MILLION
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Total Number of Accounts710ACCOUNTS
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Average Account Value$345,351
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, NY, TX
Maria Babilonia (CRD# 6477465) is an Investment Advisor Representative working at Jdm Financial Group LLC in Studio City, CA and has 1 year of experience in the finance industry.
Jeffrey Munjack (CRD# 3222513) is an Investment Advisor Representative working at Jdm Financial Group LLC in Austin, TX and has over 24 years of experience in the finance industry.
Jessica Rosenberg (CRD# 4833399) is an Investment Advisor Representative working at Jdm Financial Group LLC in Van Nuys, CA and has over 8 years of experience in the finance industry.