Jjm Financial Strategies Inc.

Jjm Financial Strategies Inc. (CRD# 108635) is a financial advisory firm headquartered in Newtown, PA. They manage $96,431,000 in 155 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $622,135
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NJ, NY, PA, TX

Financial Advisors at Jjm Financial Strategies Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John J. Malzone
CRD#: 1206572
301 South State Street, Suite 104n, Newtown, PA 18940
83
Wealthminder
score
John Malzone (CRD# 1206572) is an Investment Advisor Representative working at Jjm Financial Strategies Inc. in Newtown, PA and has over 32 years of experience in the finance industry. John Malzone 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 putclients' interests first and comply with the Financial Planning Practice Standards.
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