A complete list of active advisors currently associated with JME Wealth Management

Warmer can help you find a great advisor at JME Wealth Management or one who fits your needs even better.

JME Wealth Management is an independent, single-advisor registered investment adviser that serves individuals, high‑net‑worth clients, and small businesses, overseeing roughly $48 million for about 34 client relationships. The firm provides broad financial planning, ongoing portfolio management, investment consultation, and business and retirement-plan rollover advice. The firm constructs customized portfolios using a building‑block process that blends active and passive strategies, core‑plus‑satellite allocations, and occasional tactical positions, and it generally manages client assets on a discretionary basis. It routinely integrates institutional sub‑advisers into client accounts and, notably for a firm of this type, employs hedging and derivatives within its separately managed account offerings as part of its risk‑management toolkit. JME Wealth Management offers complimentary educational workshops on planning and investing and discloses that the firm’s principal holds CFP certification and maintains insurance licensing, with insurance and annuity sales disclosed as an outside activity. The firm operates through a custodial relationship with Charles Schwab and limits its SMA lineup to a small slate of institutional managers (e.g., PIMCO, William Blair) in part because of state notice‑filing constraints, which affects the range of sub‑adviser strategies it recommends compared with many peers.

To learn more about the advisors currently working at JME Wealth Management, 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.

Name	Location	Years of experience
Ryan Emminger	Raleigh, NC	20

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