# JMO FINANCIAL

JMO FINANCIAL of CARLSBAD, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 175086
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175086/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175086/similar
- Related entities: https://search.stillhousedata.com/firm/175086/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175086

---

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.