A complete list of active advisors currently associated with Jardine Financial Group

Warmer can help you find a great advisor at Jardine Financial Group or one who fits your needs even better.

Jardine Financial Group provides discretionary asset management and financial planning to individual and high‑net‑worth clients, managing custodial accounts invested in mutual funds, exchange‑traded funds, and individual securities. The firm develops client‑specific plans based on an Investment Policy Statement and delivers ongoing portfolio supervision. The adviser combines quantitative and qualitative analysis with modern portfolio theory and employs both long‑ and short‑term strategies when implementing investment advice under client‑granted discretionary authority. Accounts are reviewed at least annually, clients receive quarterly account reports, and clients may impose reasonable investment restrictions through their IPS. Notable characteristics include operating as a solo, independent adviser with no additional staff while managing roughly $75 million for about 70 clients and maintaining a $750,000 account minimum, which suggests a client focus toward wealthier households relative to many peers. The firm does not participate in wrap fee programs or receive soft‑dollar benefits, does not vote client proxies (clients retain proxy‑voting responsibility), and is deemed to have custody only to the extent it deducts advisory fees from client custodial accounts.

To learn more about the advisors currently working at Jardine Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.