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).
Total Assets Under Management30MILLION
Total Number of Accounts206ACCOUNTS
Average Account Value$143,931
- 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
- Pension consulting services
CT, MA, NH, NY, VA
James Murray (CRD# 4670833) is an Investment Advisor Representative working at Jdm Wealth Management, LLC in Newton, MA and has over 14 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.