Jeffrey David Munjack

Employer firm

Jdm Financial Group LLC CRD 122057

$353M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers

Jdm Financial Group Llc

Austin, TX • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2013-05-16
CA	RA	APPROVED	2011-01-12

TX RA
APPROVED_RES

Since 2013-05-16
CA RA
APPROVED

Since 2011-01-12

Branch Locations

Austin, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jdm Financial Group Llc	Austin	TX	07/2002	Present

07/2002 → Present

Jdm Financial Group Llc

Austin, TX

Previous Registrations

2002-09-16 → 2008-12-31

Jdm Financial Group Llc

Los Angeles, CA

Other Businesses

Various insurance agencies. Title: Insurance Agent. Start: 2002. Approx. 10% of time, 3 hours per month during trading hours. Address: Address of record.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1999-06-26

S66 Uniform Combined State Law Examination

1999-06-26

Designations

Certified Financial Planner

Other Names

Jeffrey D Munjack

View on SEC IAPD