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JDM FINANCIAL GROUP LLC
CRD 122057 · SEC 801-122040
CA, United States
Phone
(310) 479-4122
Fax
(310) 943-0448
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$352.8M
Discretionary AUM
$352.8M
Team
4 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $24.0M |
| High net worth individuals | 99 | $328.8M |
States served
CA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD