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James M
Series 63, Series 65
Albany, NY
JM Advisors, LLC
James Marshall is the sole advisor at JM Advisors, LLC, an independent firm based in Albany, NY. He holds Series 63 and Series 65 credentials and has 13 years of industry experience, having founded JM Advisors in 2011. JM Advisors provides fee-only financial planning and investment advisory services to individuals, trusts, and estates, focusing on areas such as cash management, risk management, education funding, retirement planning, estate and charitable giving, tax planning, and capital needs planning. The firm offers written investment recommendations and supplemental reporting while clients retain control over trade execution, operating on a retainer basis without discretionary portfolio management or percentage-of-AUM fees.
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