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).
Current Firm Details
By the Numbers
-
Total Assets Under Management27MILLION
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Total Number of Accounts151ACCOUNTS
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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
Registered Investment Advisor
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
1
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.
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