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).
Current Firm Details
Jjm Financial Strategies Inc.
By the Numbers
-
Total Assets Under Management96MILLION
-
Total Number of Accounts155ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, NY, PA, TX
Financial Advisors at Jjm Financial Strategies Inc.
No Advisor Found.
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