JDM Financial is an investment advisor in Austin with $205.12 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
50526771
SEC advisor number
801-122040
FINRA CRD number
122057
AUM ?
$205.12 mm
(as of 26 Apr 23)
Accounts
850
(as of 26 Apr 23)
Employees
4
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 2:00 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Munjack, Jeffrey, David | Managing Member/chief Compliance Officer | 03/2002 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
5 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
8 May 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Jan 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23