Jtm Wealth Management, Inc.
Jtm Wealth Management, Inc. (CRD# 284045) is a financial advisory firm headquartered in Windham, NY. They manage $22,758,882 in 89 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Jtm Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management23MILLION
-
Total Number of Accounts89ACCOUNTS
-
Average Account Value$255,718
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Jtm Wealth Management, Inc.
1
John Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.