How does the advisor help clients – Key Takeaways:
JML Investments LLC offers comprehensive financial services to assist clients in meeting their investment goals and creating a secure financial future. With a team of experienced professionals, they provide personalized financial planning and management strategies tailored to each client’s unique needs.
Their expert advisors help clients navigate the complexities of the financial market and make well-informed decisions. With a focus on long-term growth and stability, they aim to help clients build and protect their wealth for the future.
Facts and Insights
Founded in 2005, JML Investments LLC has over 15 years of experience in the financial services industry. They currently manage over $500 million in assets and have a team of 20 dedicated advisors.
Their team boasts a wealth of knowledge and expertise, with many advisors holding advanced degrees and certifications in finance and economics. This allows them to provide clients with valuable insights and strategies for navigating the financial landscape.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15 years |
Financial Services Offered
JML Investments LLC offers a comprehensive range of financial services to assist clients in achieving their investment goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance planning
Client Types
Their diverse client base includes individuals, families, businesses, and institutions. Their advisors have experience working with clients of all ages and financial backgrounds, providing customized solutions for each unique situation.
Fees & Compensation
JML Investments LLC is a fee-only advisory firm, meaning they do not earn commissions from the sale of any financial products. They are transparent about their fees and are compensated directly by their clients for the services they provide. This fee structure ensures that their clients’ best interests are always the top priority.
Background
JML Investments LLC was founded by John M. Lewis, who has over 25 years of experience in the financial industry. With a team of experienced and highly qualified advisors, they have built a reputation for providing top-notch financial services and expertise to their clients.
Financial Advisor Disclosures to Know
JML Investments LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interest of their clients at all times. Additionally, they have a clean record with no disciplinary actions or complaints, and their advisors have no disclosures to report.