JM TAX & FINANCIAL LLC

JM TAX & FINANCIAL LLC is an SEC-registered investment adviser (CRD 304591). Regulatory assets under management: $4.5M.

Registration

• CRD: 304591
• Type: Registered investment adviser
• Phone: 803-984-5667
• Latest filing: 2026-01-15
• Regulatory AUM: $4.5M
• Discretionary AUM: $4.4M
• Non-discretionary AUM: $116K
• Clients: 1
• Accounts: 48

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304591 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search