Jm Financial Private Wealth, Inc.
● SEC registered since 2026CRD 341113SEC# 801-135854New York, NY
Reg. AUM
—
Employees
2
Accounts
—
Location
New York, NY
Jm Financial Private Wealth, Inc. assets under management
Jm Financial Private Wealth, Inc. is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2026. It employs 2 people.
Jm Financial Private Wealth, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jm Financial Overseas Holdings Private Limited Control | Owner | Over 75% | 2026 |
| Jonathan Scott Hurd | Chief Compliance Officer And Interim Ceo | Under 5% | 2026 |
| Jm Financial Limited Control | Shareholder | — | 2026 |
Frequently asked questions
How many employees does Jm Financial Private Wealth, Inc. have?
Jm Financial Private Wealth, Inc. reports 2 employees.
Where is Jm Financial Private Wealth, Inc. located?
Jm Financial Private Wealth, Inc. is based in New York, NY and has been SEC-registered since 2026.
Does Jm Financial Private Wealth, Inc. disclose fund performance?
Jm Financial Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1177 Avenue of the Americas 5th Floor, Office No. 5046, New York, NY 10036 |
| Phone | 1-332-900-4958 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 86%
More than 14% of 16,825 advisers