Jadim Wealth Management, LLC

Jadim Wealth Management, LLC (CRD# 165415) is a financial advisory firm headquartered in Santa Monica, CA. They manage $26,870,792 in 151 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $177,952
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, MA, NH, NY, VA

Financial Advisors at Jadim Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James D. Murray
CRD#: 4670833
100 Wilshire Boulevard, Suite 700, Santa Monica, CA 90401

James Murray (CRD# 4670833) is an Investment Advisor Representative working at Jadim Wealth Management, LLC in Santa Monica, CA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.