Investment adviser · CRD 111665

J/M FINANCIAL ADVISERS, INC.

Investment adviser filing (IA)

TRUMBULL, CT, United States · Form ADV filed Apr 11, 2014

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 11, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6515 MAIN STREET, SUITE 4
TRUMBULL, CT, 06611, United States

CRD 111665

Filing source

Form ADV 816930 · Apr 11, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.