How does the advisor help clients – Key Takeaways:
JMK & ASSOCIATES, LLC provides comprehensive financial planning services to help clients achieve their financial goals. They assist clients in creating personalized financial plans and offer ongoing support and guidance to help clients stay on track.
Their team of financial experts has extensive knowledge and experience in various areas of finance, including investments, retirement planning, risk management, and tax planning. They leverage their expertise to provide personalized financial solutions that align with each client’s unique needs and goals.
Facts and Insights
Here are some key facts and insights about JMK & ASSOCIATES, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
JMK & ASSOCIATES, LLC offers a wide range of financial services to address the diverse needs of their clients. Some of their services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
JMK & ASSOCIATES, LLC serves individuals, families, and small businesses. They have the expertise and resources to cater to the financial needs of clients from various backgrounds and financial situations. Their team takes a personalized approach to understand each client’s unique needs and develop customized solutions that align with their goals.
Fees & Compensation
JMK & ASSOCIATES, LLC charges their clients based on a fee-only structure. This means that they do not receive any commissions or incentives for recommending certain financial products or services. This compensation model ensures that their clients’ best interests always come first, and there are no conflicts of interest.
Background
JMK & ASSOCIATES, LLC was founded in 2000 by John M. Kennedy. With over 20 years of experience in the financial industry, Mr. Kennedy saw the need for a firm that provided holistic financial planning services to help clients achieve their financial goals. Since then, the firm has grown to serve hundreds of clients and manage over $500 million in assets.
Financial Advisor Disclosures to Know
As a registered investment advisor, JMK & ASSOCIATES, LLC is held to a fiduciary standard. This means that they are legally obligated to act in their clients’ best interests at all times. They must also disclose any potential conflicts of interest and ensure that their recommendations are suitable for their clients’ financial situations.
Additionally, JMK & ASSOCIATES, LLC has a clean record with no disciplinary actions or regulatory sanctions. They prioritize transparency and always strive to maintain the highest level of ethical standards in their business practices.