Jma Financial Advisors, Inc.

Jma Financial Advisors, Inc. (CRD# 115043) is a financial advisory firm headquartered in Irving, TX. They manage $68,160,836 in 165 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    165
    ACCOUNTS
  • Average Account Value
    $413,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

TX

Financial Advisors at Jma Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jo K. Crofford
CRD#: 5538400
580 Decker Drive, Suite 100, Irving, TX 75062
90
Wealthminder
score

Jo Crofford (CRD# 5538400) is an Investment Advisor Representative working at Jma Financial Advisors, Inc. in Irving, TX and has 1 year of experience in the finance industry. Jo Crofford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John W. McCuistion
CRD#: 4460376
580 Decker Drive, Suite 100, Irving, TX 75062
90
Wealthminder
score

John McCuistion (CRD# 4460376) is an Investment Advisor Representative working at Jma Financial Advisors, Inc. in Irving, TX and has 1 year of experience in the finance industry. John McCuistion has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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