JMN FINANCIAL, LLC

JMN FINANCIAL, LLC is an SEC-registered investment adviser (CRD 316673). Regulatory assets under management: $291.8M.

Registration

• CRD: 316673
• SEC file number: 801-134674
• Type: Registered investment adviser
• Phone: 516-695-2844
• Latest filing: 2026-03-17
• Regulatory AUM: $291.8M
• Discretionary AUM: $291.8M
• Clients: 2
• Accounts: 399

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316673 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search