Disciplined financial planning and investment management from a fiduciary financial advisory practice.
Disciplined financial planning and investment management from a fiduciary financial advisory practice.
We're All About Financial Analysis
JDM Wealth Management was founded in 2009 and is driven by disciplined financial analysis and planning in order to help clients meet their long-term financial goals. As a Registered Investment Advisory firm, we also clearly state that we are working in a fiduciary capacity that is in the best interests of our clients.
JDM Wealth Management financial advisors are required to meet high standards of financial professionalism in order to serve clients, rather than focusing on sales credentials like those of many other financial services firms. Our advisors must have an advanced degree in finance and significant experience as a financial analyst in order to manage client portfolios. In addition, only CERTIFIED FINANCIAL PLANNER™ professionals are authorized to perform the financial planning services that are listed below.
If you would like to learn more about how a JDM Wealth Management financial advisor
can help you implement a disciplined approach toward your financial goals, please contact us below.
Simply A Higher Standard of Investment Management
Why JDM Wealth
A Disciplined Approach
Analysts Manage Money, Salespeople Sell Cars
Analysts Manage Money, Salespeople Sell Cars
- Financial plans are developed in accordance with the established financial planning process of the CFP® Board of Standards
- Client investment portfolios are managed using fundamental and technical analyses to help clients meet their goals and manage risk
Analysts Manage Money, Salespeople Sell Cars
Analysts Manage Money, Salespeople Sell Cars
Analysts Manage Money, Salespeople Sell Cars
Your fiduciary advisor will be experienced, with an advanced degree in finance and relevant financial certifications, rather than sales training, in order to manage investment portfolios and prepare financial plans.
Whether you prefer an active or passive investment strategy, you will receive unbiased recommendations and impartial guidance to help achieve your financial goals.
Our Services
Individual Financial Services
Current Financial Assessment
Retirement Planning
Investment Planning
Education Planning
Insurance Planning
Business Planning
Tax Planning
Estate Planning
Employer Plan Services
Basic Retirement Plan Services
ERISA 3(21) Advisor Services
ERISA 3(38) Manager Services
Contact Us
JDM Wealth Management
9465 Wilshire Boulevard, Suite 300, Beverly Hills, California 90212
Phone: (323) 405-8868
Check the background of your financial professional on FINRA's BrokerCheck.
This website has been prepared by JDM Wealth Management, LLC (“JDM” or the “Firm”) for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. No portion of any included information is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Certain information contained or reproduced in this website are derived from sources that JDM believes to be reliable; however, the Firm does not guarantee the accuracy or timeliness of such information and assumes no liability for any resulting damages.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to inform us as to how you would prefer to safeguard your data: Do not sell my personal information.
JDM is a registered investment adviser that maintains a principal place of business in the state of California. The Firm may only transact business in those states in which it is registered or qualifies for a corresponding exemption from such requirements. For information about JDM’s registration status and business operations, please consult the Firm’s Form ADV disclosure documents, the most recent versions of which are available on the SEC’s Investment Adviser Public Disclosure website at adviserinfo.sec.gov.
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