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).
Total Assets Under Management56MILLION
Total Number of Accounts109ACCOUNTS
Average Account Value$514,696
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH, NY
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.