A complete list of active advisors currently associated with JDM Financial Group LLC

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

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.

To learn more about the advisors currently working at JDM Financial Group LLC, 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.