JM&A GROUP DEALERSHIP INSURANCE SERVICES

JM&A GROUP DEALERSHIP INSURANCE SERVICES is an SEC-registered investment adviser (CRD 331423).

Registration

• CRD: 331423
• Type: Registered investment adviser
• Phone: 203-843-0211
• Latest filing: 2026-03-17
• Clients: 1

Business model

Compensation: % of AUM, Other.

Clients served: Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331423 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search