JLM ADVISORS LLC

JLM ADVISORS LLC is an SEC-registered investment adviser (CRD 288125). Regulatory assets under management: $2.4M.

Registration

• CRD: 288125
• Type: Registered investment adviser
• Phone: 305-888-1985
• Latest filing: 2026-03-31
• Regulatory AUM: $2.4M
• Discretionary AUM: $2.0M
• Non-discretionary AUM: $400K
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: 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 288125 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search