JDM Financial Group LLC

Maria Babilonia is a Certified Financial Planner (CFP®) with nine years of industry experience. She has been with JDM Financial Group LLC since 2016. In addition to her advisory role, she is an insurance agent involved with 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 emphasizes asset allocation using mutual funds and ETFs, incorporates fundamental and behavioral finance perspectives, and provides both wrap-fee and non-wrap advisory services.

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 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 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.