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27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-04-26 |
| FL | RA | APPROVED | 2021-01-13 |
| NC | RA | APPROVED | 2019-01-08 |
| MI | RA | APPROVED | 2016-09-14 |
| CA | RA | APPROVED | 2016-09-12 |
Branch Locations
27777 Franklin Road Suite 700, Southfield, MI 48034 • United States
Commerce Township, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quest Securities, Inc. | Fair Oaks | CA | 10/2008 | 09/2016 |
| Jm Financial & Accounting Services | Commerce Township | MI | 01/2013 | Present |
| Corecap Investments, Llc | Southfield | MI | 09/2016 | Present |
| Corecap Advisors, Llc | Southfield | MI | 09/2016 | Present |
JM FINANCIAL & ACCOUNTING SERVICES IS AN LLC FORMED ON 1/1/2013. I AM PRESIDENT AND OFFER LONG TERM CARE AND LIFE INSURANCE AS WELL AS FIXED ANNUITIES TO CLIENTS THAT THESE PRODUCTS ARE APPROPRIATE FOR. I WORK APPROXIMATELY 60 HOURS PER MONTH AND OF THOSE, 50 ARE DURING TRADING HOURS. This activity goes along with the investment activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-01-09 |
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