Jm Tax & Financial LLC
Jm Tax & Financial LLC (CRD# 304591) is a financial advisory firm headquartered in , . They manage $4,157,262 in 24 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Jm Tax & Financial LLC
By the Numbers
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Total Assets Under Management4MILLION
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Total Number of Accounts24ACCOUNTS
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Average Account Value$173,219
Compensation Options
- A percentage of assets under your management
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC, TX
Financial Advisors at Jm Tax & Financial LLC
1
John Mitchell (CRD# 4866138) is an Investment Advisor Representative working at Jm Tax & Financial LLC in Tega Cay, SC and has over 19 years of experience in the finance industry.
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