A complete list of active advisors currently associated with JMAC Enterprises LLC

Warmer can help you find a great advisor at JMAC Enterprises LLC or one who fits your needs even better.

JMAC Enterprises LLC provides wealth management and discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses, and pension plans. The firm manages approximately $722 million in client assets and serves clients through customized investment programs and ongoing financial planning support. JMAC typically constructs portfolios using ETFs, individual securities, bonds, mutual funds, options, and may allocate to unaffiliated independent managers while maintaining oversight; its stated approach is primarily long‑term focused but allows shorter‑term trading for rebalancing or tactical reasons. The firm acts as a fiduciary for ERISA and IRA accounts, offers 3(21)/3(38) retirement-plan services, and provides continuous client contact and formal annual reviews. Compared with many peer teams, JMAC combines a relatively large asset base with a small advisory staff, resulting in an uncommon AUM‑per‑advisor profile, and it sponsors a wrap‑fee program that bundles transaction, administrative, and custody costs into its asset‑based fee. The firm also discloses the use of short‑term margin/borrowing in separately managed accounts and maintains institutional custody relationships (including platform arrangements) that provide certain economic benefits to the advisor, all of which are described in its disclosure brochure.

To learn more about the advisors currently working at JMAC Enterprises 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.