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Jim M

CFP®, Series 63, Series 65

Boca Raton, FL

JKM Wealth Management Inc

Jim Mui is a CFP® professional with 45 years of industry experience. He is the principal of JKM Wealth Management Inc in Boca Raton, FL, where he has worked since 2018. Prior to that, he held positions at firms including Raymond James Financial Services and Purshe Kaplan Sterling Investments. Mui is also the managing member of Jim K. Mui LLC, a business operations entity, and has long-standing experience as an independent insurance agent. JKM Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to individual investors and workplace plans. The firm employs a diversified investment approach utilizing equities, fixed income, mutual funds, ETFs, and option-based strategies, guided by various analytical methods and asset-allocation frameworks.

Retirement income strategy Options & derivatives strategies Business succession planning Trust structures (GRAT, IDGT, revocable) Long-term care insurance Retired Founder/Business Owner
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