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).
Total Assets Under Management96MILLION
Total Number of Accounts155ACCOUNTS
Average Account Value$622,135
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
NJ, NY, PA, TX