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Jmn Financial, LLC

● SEC registered since 2025CRD 316673SEC# 801-134674
Export (members)
Reg. AUM
$291.8M
Employees
2
Accounts
399
Location

Jmn Financial, LLC assets under management

Jmn Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $291.8 million in regulatory assets under management and employs 2 people.

Jmn Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Justin Michael Neuwirt ControlFounder, Ceo And Chief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Jmn Financial, LLC manage?

Jmn Financial, LLC reports $291.8 million in regulatory assets under management on its Form ADV.

How many employees does Jmn Financial, LLC have?

Jmn Financial, LLC reports 2 employees.

Does Jmn Financial, LLC disclose fund performance?

Jmn Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone516-695-2844
Office hours9 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$291.8M▲ 42%
Oct '25 — $205.5MNov '25 — $205.5MDec '25 — $205.5MJan '26 — $205.5MFeb '26 — $205.5MMar '26 — $291.8MApr '26 — $291.8MMay '26 — $291.8MJun '26 — $291.8M
Oct '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$291.8Mregulatory AUM
Discretionary $291.8M