# JDM FINANCIAL GROUP LLC

JDM FINANCIAL GROUP LLC is an SEC-registered investment adviser.

## Registration

- CRD: 122057
- Type: SEC-registered investment adviser
- SEC file number: 801-122040
- Phone: (310) 479-4122
- Latest filing: 2026-03-31
- Regulatory AUM: $352.8M
- Discretionary AUM: $352.8M
- Clients: 4
- Accounts: 790

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey David Munjack | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| MUNJACK JEFFREY DAVID | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| BARNES LISA ELIZABETH | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/122057/brochure
- Similar advisers: https://search.stillhousedata.com/firm/122057/similar
- Related entities: https://search.stillhousedata.com/firm/122057/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/122057

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.