Jwm Wealth Management, LLC

Jwm Wealth Management, LLC (CRD# 221526) is a financial advisory firm headquartered in Danville, CA. They manage $1,910,142 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $382,028
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
  • Educational seminars/workshops
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.

CA, TX

Financial Advisors at Jwm Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph W. Morgan
CRD#: 4816078
Danville, CA
90
Wealthminder
score

Joseph Morgan (CRD# 4816078) is an Investment Advisor Representative working at Jwm Wealth Management, LLC in Danville, CA and has 1 year of experience in the finance industry. Joseph Morgan 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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