A complete list of active advisors currently associated with JMR Financial Group

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

JMR Financial Group provides discretionary portfolio management and financial planning to a broad client base that includes individual investors (including high-net-worth clients), qualified retirement plans, businesses, estates, and trusts. The firm reports roughly $68 million in assets under management across about 835 client relationships and charges asset-based fees for ongoing portfolio management. The firm implements asset-allocation strategies using ETFs, mutual funds and, when appropriate to a client’s risk profile, individual securities; investment selection is informed by third‑party research and Morningstar-style analytics. Advisory accounts are typically managed on a discretionary basis under a limited power of attorney with quarterly reporting, and the firm discloses it may use shorting, leverage or inverse instruments when aligned with a client’s objectives and risk tolerance. Notable distinctions include an owner who is a licensed CPA and in‑house tax, accounting and payroll services, which the brochure identifies as a formal part of the firm’s offerings rather than a referral relationship. The firm also engages in insurance sales and third‑party administration for retirement plans (including a history of placing plan business with a group annuity provider), and it operates with a very high client-to-advisor ratio—well over 200 clients per advisor—each of which the brochure notes can create potential conflicts that are disclosed to clients.

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