Studio City, CA Office

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.