JDM Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JDM Financial Group primarily serves high-net-worth and individual clients, as well as corporations, providing discretionary portfolio management, financial planning, and consulting services for other financial institutions. The firm generally expects clients to maintain $1,000,000 under management but states it may waive that minimum in its discretion.
Portfolios are constructed around an asset-allocation framework that favors mutual funds and exchange-traded funds for diversification and generally discourages individual stock selection; the firm integrates fundamental analysis and behavioral finance perspectives into its market evaluations. JDM offers both a discretionary wrap program (the All-Inclusive Fee Program) and non-wrap advisory services, and it uses third-party technology (Pontera Solutions) to facilitate management of held-away retirement plan accounts without taking direct custody.
Noteworthy for a firm of its type, JDM acts as a sponsor of a wrap-fee program and distributes a quarterly client newsletter at no additional cost. The firm also provides outsourced advisory and planning services to other financial institutions and absorbs certain platform technology fees for held-away account management rather than passing them directly to clients.
Client services
Expertise
Fee options
Financial planning flat fees ranging from $1,000 to $5,000.
$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $9,999,999: 1.00% annually $10,000,000+: 0.90% annually
Individuals affiliated with insurance agencies may receive normal and customary commissions for insurance products.
Financial planning and consulting services hourly rate up to $400 per hour.
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $1,000 (annualized minimum $4,000) applies to asset management fees. Fee-only: Asset-based fees as tiered above for investment advisory services; financial planning offered on hourly and flat fee basis.
Main office
See officeAustin TX
Advisors at this office
1
Offices (4)
Most active in
California · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Maria B
CFP®
Studio City, CA
JDM Financial Group LLC
Maria Babilonia is a CFP® professional with nine years of industry experience, currently serving as an advisor at JDM Financial Group LLC since 2016. In addition to her advisory role, she is an insurance agent involved with various insurance agencies, dedicating approximately 10% of her time to this activity. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm employs an asset-allocation framework favoring mutual funds and ETFs, integrates fundamental and behavioral finance analysis, and provides both wrap-fee and non-wrap advisory services.
Jessica R
Series 65
Van Nuys, CA
JDM Financial Group LLC
Jessica Rosenberg is a financial advisor at JDM Financial Group LLC with 12 years of industry experience. She holds a Series 65 designation and has been with JDM Financial Group since 2015. In addition to her advisory role, she works as an insurance agent through various insurance agencies. JDM Financial Group primarily serves high-net-worth individuals and corporations, offering discretionary portfolio management, financial planning, and consulting services. The firm utilizes an asset-allocation approach favoring mutual funds and ETFs, incorporating fundamental analysis and behavioral finance, and provides both wrap-fee and non-wrap advisory services.
Jeffrey M
CFP®, Series 66
Austin, TX
JDM Financial Group LLC
Jeffrey Munjack is a CFP® with 21 years of industry experience and has been with JDM Financial Group LLC in Austin, TX since 2002. He holds the Series 66 designation and is involved in various insurance agencies as an insurance agent. JDM Financial Group serves high-net-worth individuals, corporations, and other financial institutions, offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation strategy focused on mutual funds and ETFs, integrates fundamental analysis and behavioral finance, and provides both wrap and non-wrap advisory programs.
Jessica R
CFP®, Series 66
Irvine, CA
JDM Financial Group LLC
Jessica Roks is a CFP® certificant with 14 years of industry experience currently advising clients at JDM Financial Group LLC. She has previously worked at Empirical Wealth Management, Creative Planning, Tippett Moorhead & Haden, and M Holdings Securities, Inc. JDM Financial Group primarily serves high-net-worth individuals, corporations, and other financial institutions by offering discretionary portfolio management, financial planning, and consulting services. The firm emphasizes an asset-allocation approach using mutual funds and ETFs and integrates fundamental and behavioral finance analyses in its market evaluations.
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