Jm Advisors, LLC
Jm Advisors, LLC (CRD# 159351) is a financial advisory firm headquartered in Albany, NY. They manage $76,343,425 in 136 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts136ACCOUNTS
Average Account Value$561,349
- 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 28 years of experience in the finance industry.