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Jdm Financial Group LLC CRD 122057
$353M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Austin, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-03-09 |
| TX | RA | APPROVED | 2017-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jdm Financial Group | Encino | CA | 04/2016 | Present |
Various insurance agencies. Title: Insurance Agent. Start: 12/2015. Approx. 10% of her time, 15- 20 hours per month during trading hours. Address: Address of record.
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