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J/M FINANCIAL ADVISERS, INC.
J/M FINANCIAL ADVISERS, INC.
TRUMBULL, Connecticut
·
2 registered advisors
·
CRD# 111665
SEC# 801-60641
203-261-7117
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at J/M FINANCIAL ADVISERS, INC.
2 registered advisors
James Gerard Hofmann
TRUMBULL, Connecticut
CRD# 1283497
Mary Halukiewicz Hofmann
TRUMBULL, Connecticut
CRD# 4461214
05
Office Locations
TRUMBULL, Connecticut
2 advisors
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Data sourced from SEC Form ADV filings. J/M FINANCIAL ADVISERS, INC. (CRD# 111665) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.