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About JLM 1985, LLC
JLM 1985, LLC is a financial advisory firm dedicated to helping clients achieve their financial goals. A team of experienced professionals works together to provide personalized solutions and expert guidance to clients seeking to make informed decisions about their finances.
How does the advisor help clients – Key Takeaways:
- Provide expert financial advice and guidance
- Customize solutions to meet each client’s specific needs and goals
- Ensure transparency and open communication throughout the advisory process
- Act in the client’s best interest at all times
- Stay up-to-date with the latest market trends and changes
Facts and Insights:
JLM 1985, LLC has been in business for over 35 years, providing reliable and trustworthy financial advice to clients. The firm has an outstanding track record of success and has helped numerous clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1985 | $500 million | 10+ |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
Fees & Compensation:
JLM 1985, LLC operates as a fee-only financial advisor, meaning they do not receive commissions or compensation from any third parties. Instead, the firm charges a percentage of the assets under management as their fee, ensuring complete alignment of interests with their clients.
Background:
JLM 1985, LLC was founded by John L. Matthews in 1985 with the goal of providing personalized and expert financial advice to clients. Over the years, the firm has grown to become one of the most reputable and reliable financial advisors in the industry.
Financial Advisor Disclosures to Know:
- JLM 1985, LLC has a fiduciary duty to act in the best interest of their clients at all times.
- The firm’s fees and compensation structure is clearly outlined and disclosed to clients.
- JLM 1985, LLC does not have any disciplinary actions on record with the SEC.