J
JSM Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
JSM Investment Management is a registered investment adviser that provides discretionary and non-discretionary investment advisory and management services to individuals, trusts, private equity funds, corporations and retirement-plan fiduciaries. The firm offers portfolio monitoring, model or customized portfolios and coordinates with clients’ other advisors on estate and tax matters where appropriate.
The firm implements a predominantly passive global asset allocation using exchange-traded vehicles (primarily ETFs) while employing active management, alternative investments and options strategies as market conditions warrant; its trading methodology is described as a “systematic fundamental” approach that blends fundamental analysis with quantitative technical signals for timing. JSM offers multiple engagement types — including hourly advice, a subscription service for active traders (three-month minimum) and negotiated flat-fee managed or outsourced accounts — in addition to traditional AUM-based management.
Distinctive features for this type of firm include the explicit use of hourly and subscription advisory arrangements (statistically uncommon for investment-manager firms) and a business model that accepts outsourced mandates from attorneys, accountants or other advisors under negotiated flat fees. The firm also limits trading to exchange-traded instruments to emphasize liquidity and regulatory oversight and states an intention to register as a Commodity Trading Advisor to potentially incorporate futures strategies in the future.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Passive / index investing
Active portfolio management
Real estate investing
Fee options
Managed accounts charged quarterly flat fees based on asset tiers, ranging from $250-$2,000.
$0 - $250,000: N/A for managed accounts; hourly rate $250 for advice only; subscription $250/month $250,001 - $1,000,000: Managed accounts: $250-$500 quarterly flat fee; hourly rate $250; subscription $250-$500/month; options trading $100 $1,000,001 - $2,000,000: Managed accounts: $500-$1,000 quarterly flat fee; hourly rate $350; subscription $500; options trading $250 $2,000,001+: Managed accounts: $1,000-$2,000 quarterly flat fee; hourly rate $500; subscription $500; options trading $500
Hourly advisory fees range from $250 to $500 depending on asset level.
Account minimum: $100,000 for taxable accounts; no minimum for retirement accounts Fee-only: Hourly advice at $250-$500/hour depending on asset level; subscription fees $250-$500/month; managed account flat fees quarterly based on asset tiers.
Main office location
JSM Investment Management
Seminole FL, United States
Number of offices
1
Most active in
JSM Investment Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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