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How does the advisor help clients – Key Takeaways:
JM TAX & FINANCIAL LLC is a leading financial firm that offers a wide range of services to clients. With their team of expert advisors, they strive to provide personalized and comprehensive solutions to help clients achieve their financial goals.
Facts and Insights
Founded in 2005, JM TAX & FINANCIAL LLC has been in the business for over 15 years. The firm has grown to become a trusted name in the industry, with a strong track record of success and a loyal client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $100 million | 10 |
| 2019 | $80 million | 8 |
| 2018 | $60 million | 6 |
Financial Services Offered
- Tax planning and preparation
- Investment management
- Estate planning
- Retirement planning
- Insurance and risk management
Client Types
JM TAX & FINANCIAL LLC works with a diverse range of clients, including:
- Individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation
JM TAX & FINANCIAL LLC follows a fee-only model, which means that they do not receive commissions or other forms of compensation from financial products they recommend to clients. This provides an extra layer of transparency and ensures that the team is always working in the best interest of their clients.
Background
The founder and lead advisor of JM TAX & FINANCIAL LLC, Jane Martinez, has over 25 years of experience in the financial industry. She is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP), and is dedicated to continuously expanding her knowledge and expertise to better serve her clients.
Financial Advisor Disclosures to Know
JM TAX & FINANCIAL LLC discloses any potential conflicts of interest and ensures that all recommendations are suitable for their clients’ unique financial situations. The firm has a clean record with no disciplinary actions taken against them.