Jdm Wealth Management, LLC

Jdm Wealth Management, LLC (CRD# 165415) is a financial advisory firm headquartered in Newton, MA. They manage $29,649,877 in 206 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $143,931
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, MA, NH, NY, VA

Financial Advisors at Jdm Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James D. Murray
CRD#: 4670833
Riverside Center, 275 Grove Street, Suite 2-400, Newton, MA 02466
96
Wealthminder
score

James Murray (CRD# 4670833) is an Investment Advisor Representative working at Jdm Wealth Management, LLC in Newton, MA and has over 13 years of experience in the finance industry. James Murray has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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