Jtm Wealth Management, Inc.

Jtm Wealth Management, Inc. (CRD# 284045) is a financial advisory firm headquartered in Windham, NY. They manage $22,758,882 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
21 Vets Road, Windham, NY 12496
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $255,718
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
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Jtm Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
John Moss, financial advisor Windham NY
John T. Moss
CRD#: 2904929
21 Vets Road, Windham, NY 12496

John Moss (CRD# 2904929) is an Investment Advisor Representative working at Jtm Wealth Management, Inc. in Windham, NY and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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