A complete list of active advisors currently associated with JMM Financial, LLC

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

JMM Financial provides discretionary investment management and investment-monitoring services to individuals, trusts, estates and charitable organizations. The firm also offers complementary financial planning, estate planning, tax planning and tax-preparation services as part of a coordinated client review. Its investment approach blends valuation-driven stock selection and trend analysis with an emphasis on limiting risk, favoring dividend-paying, well-known equities and diversified mutual funds when appropriate. For fixed income, the firm generally uses staggered maturities (typically two- to ten-year averages) to reduce market risk and monitors cash reserve levels in relation to overall market conditions. The firm operates with a modest asset base and a small client roster, and its brochure documents multiple material-change filings and annual updating amendments. Compared with many independent peers, JMM Financial more often provides portfolio management for trusts, estates and charitable accounts and maintains in‑house tax and accounting services, while arranging custodial relationships and fee-debiting procedures through a qualified custodian.

To learn more about the advisors currently working at JMM Financial, 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.