Jm Advisors, LLC

Jm Advisors, LLC (CRD# 159351) is a financial advisory firm headquartered in Albany, NY. They manage $56,101,871 in 109 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $514,696
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MA, NH, NY

Financial Advisors at Jm Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James F. Marshall
CRD#: 2022178
125 Wolf Road, Suite 203, Albany, NY 12205
93
Wealthminder
score

James Marshall (CRD# 2022178) is an Investment Advisor Representative working at Jm Advisors, LLC in Albany, NY and has over 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.