Mjm401k, LLC

Mjm401k, LLC (CRD# 133701) is a financial advisory firm headquartered in Phoenix, AZ. They manage $417,200,000 in 18 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    417
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $23,177,778
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • 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.

AZ, CA

Financial Advisors at Mjm401k, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Irving M. Isaacson
CRD#: 1947009
4647 N. 32nd St, Suite 200, Phoenix, AZ 85018
93
Wealthminder
score

Irving Isaacson (CRD# 1947009) is an Investment Advisor Representative working at Mjm401k, LLC in Phoenix, AZ and has over 14 years of experience in the finance industry.

2
Jenna L. Jacobsen
CRD#: 5433824
70 S Lake Ave, Suite 695, Pasadena, CA 91101
93
Wealthminder
score

Jenna Jacobsen (CRD# 5433824) is an Investment Advisor Representative working at Mjm401k, LLC in Pasadena, CA and has over 10 years of experience in the finance industry.

3
Kevin Mooney
CRD#: 6776207
70 S Lake Ave, Pasadena, CA 91101
87
Wealthminder
score

Kevin Mooney (CRD# 6776207) is an Investment Advisor Representative working at Mjm401k, LLC in Pasadena, CA and has 1 year of experience in the finance industry.

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