JMN Financial LLC

Wealth Management

JMN Private Wealth Management provides financial planning, asset management, and investment services to individuals and endowments.  JMN Financial LLC is registered as an investment advisor in the state of California.  All services are provided on a fee only basis.  Charles Schwab Institutional serves as our account administrator and custodian.

 

JMN’s asset allocation includes equities, fixed income, and alternative investments designed to achieve the highest risk-adjusted returns for the client.  Client portfolios may be structure in a numbers of ways:  emphasizing passive or active manager strategies, or creating an overall asset allocation balance or a specific focus within equities, fixed income, or alternative investments.  JMN’s accounts are held by Charles Schwab providing clients with unmatched portfolio reporting, research, and tax planning support.

 

While every investor has different financial goals and accordingly asset allocations are customized to each client, within asset classes JMN investors have the same securities as the manager.  So unlike investment advisors that say they have no conflicts our financial interests are aligned with our clients.

Disclaimer:  The material provided herein is for informational purposes only and does not constitute an offer to sell or a solicitation of a offer to buy.  Any such offerings will made only in accordance with the terms and conditions set forth in an Offering Circular or Investment Advisory Agreement.