Investment adviser · CRD 108635

JJM FINANCIAL STRATEGIES INC

Investment adviser filing (IA)

NEWTOWN, PA, United States · Form ADV filed Feb 16, 2017

Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

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: Feb 16, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

301 SOUTH STATE STREET, SUITE 104N
NEWTOWN, PA, 18940, United States

CRD 108635

Filing source

Form ADV 1067282 · Feb 16, 2017 · 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.