JMO FINANCIAL

JMO FINANCIAL of CARLSBAD, CA is an SEC-registered investment adviser (CRD 175086). Regulatory assets under management: $8.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 175086
• Type: Registered investment adviser
• Location: 2930 SAN BRISTO WAY, CARLSBAD, CA, 92009
• Phone: 760-944-0774
• Latest filing: 2026-06-08
• Regulatory AUM: $8.0M
• Discretionary AUM: $8.0M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175086 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search