Jmm Financial, LLC

Jmm Financial, LLC (CRD# 123121) is a financial advisory firm headquartered in , . They manage $11,496,385 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $383,213
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

NJ, PA

Financial Advisors at Jmm Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Judith M. Mindock
CRD#: 4600362
Allentown, PA
93
Wealthminder
score

Judith Mindock (CRD# 4600362) is an Investment Advisor Representative working at Jmm Financial, LLC in Allentown, PA and has over 13 years of experience in the finance industry.

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