Jmo Financial

Jmo Financial (CRD# 175086) is a financial advisory firm headquartered in Carlsbad, CA. They serve the financial needs of clients across 1 states (or territories).

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


Financial Advisors at Jmo Financial
Showing 1 - 1 of 1 top financial advisors.
James M. Obrien
CRD#: 2534087
2121 Palomar Airport Road, Suite 210, Carlsbad, CA 92011

James Obrien (CRD# 2534087) is an Investment Advisor Representative working at Jmo Financial in Carlsbad, CA and has over 22 years of experience in the finance industry.

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