Be advised. This firm is no longer registered.

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
301 South State Street, Suite 104n, Newtown, PA 18940
http://www.jjmfinancial.com
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
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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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