Jdm Financial Group LLC
Jdm Financial Group LLC is an SEC-registered wealth manager with $352.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Jdm Financial Group LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122057, SEC 801-122040, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $352.8M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 142
- CRD
- 122057
- Ownership
- MUNJACK, JEFFREY, DAVID; BARNES, LISA, ELIZABETH
How much AUM does Jdm Financial Group LLC have?
Jdm Financial Group LLC reported $352.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Jdm Financial Group LLC?
Disclosed owners and executives of Jdm Financial Group LLC include MUNJACK, JEFFREY, DAVID, BARNES, LISA, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.