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JMA Financial Advisors - Financial Advisors ~ Investment Management

New clients accepted by referral only. Financial Advisors provides personalized financial advisory and investment management services to affluent and emerging affluent individuals, retirement plans, non-profit organizations, estates, and trusts. JMA is a Registered Investment Advisor (RIA), and as such, we act as a fiduciary when managing client investments. In practice since 1977, JMA. Does not engage in the sale of any financial products. Percentage of assets under management. Irving, Texas 75062.

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12808 Gra●●●●●●●●●kway West

Jack●●●●ille , FL, 32258

US

1.57●●●●8780
eg●●●●●●●●●@networksolutionsprivateregistration.com

View this contact

PERFECT PRIVACY, LLC

12808 Gra●●●●●●●●●kway West

Jack●●●●ille , FL, 32258

US

1.57●●●●8780
eg●●●●●●●●●@networksolutionsprivateregistration.com

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New clients accepted by referral only. Financial Advisors provides personalized financial advisory and investment management services to affluent and emerging affluent individuals, retirement plans, non-profit organizations, estates, and trusts. JMA is a Registered Investment Advisor (RIA), and as such, we act as a fiduciary when managing client investments. In practice since 1977, JMA. Does not engage in the sale of any financial products. Percentage of assets under management. Irving, Texas 75062.
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9 financial advisors
10 580 decker drive
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JMA Financial Advisors - Financial Advisors ~ Investment Management | jmadvise.com Reviews

https://jmadvise.com

New clients accepted by referral only. Financial Advisors provides personalized financial advisory and investment management services to affluent and emerging affluent individuals, retirement plans, non-profit organizations, estates, and trusts. JMA is a Registered Investment Advisor (RIA), and as such, we act as a fiduciary when managing client investments. In practice since 1977, JMA. Does not engage in the sale of any financial products. Percentage of assets under management. Irving, Texas 75062.

INTERNAL PAGES

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1

JMA Financial Advisors - Financial Advisors ~ Investment Management

http://www.jmadvise.com/ourpeople.html

John W. M. Principal and Chief Executive Officer. The firm s principal owner, John W. M. Cuistion is a CERTIFIED FINANCIAL PLANNER Practitioner and has over thirty years experience as a financial advisor and investment manager. John is also formally trained and certified as a Mediator. He has extensive experience in assisting parties in resolving disputes through alternative dispute resolution, as well as through litigation support services. Principal and Chief Financial Officer. Kay has a broad based un...

2

JMA Financial Advisors - Financial Advisors ~ Investment Management

http://www.jmadvise.com/aboutjma.html

New clients accepted by referral only. Financial Advisors provides personalized financial advisory and investment management services to affluent and emerging affluent individuals, retirement plans, non-profit organizations, estates, and trusts. JMA is a Registered Investment Advisor (RIA), and as such, we act as a fiduciary when managing client investments. In practice since 1977, JMA. Does not engage in the sale of any financial products. Percentage of assets under management.

3

JMA Financial Advisors - Financial Advisors ~ Investment Management

http://www.jmadvise.com/investmentmanagement.html

INVESTMENT ADVISORY AND MANAGEMENT SERVICES. Analysis and review of present investments along with recommendations regarding new investments including, but not limited to, equities, fixed income, real estate and other investment options; development of appropriate asset allocation strategies, risk and return analyses, both historical and projected, along with determination of specific investment vehicles to accomplish client goals and objectives.

4

JMA Financial Advisors - Financial Advisors ~ Investment Management

http://www.jmadvise.com/advisoryservices.html

The process of monitoring, analyzing, and adjusting your personal or your business cash flow. This includes an analysis and development of strategies to maintain an adequate cash flow. Will assist in the development of income and expense plans for clients desiring structured cash flow counseling in order to facilitate maximum liquidity and wealth accumulation. Preparation of written reports summarizing the financial status of assets, liabilities, net worth, and cash flow for a stated period of time.

5

JMA Financial Advisors - Financial Advisors ~ Investment Management

http://www.jmadvise.com/disclosures.html

Financial Advisors, Inc. respects your right to privacy, and we have always been committed to secure the confidentiality and integrity of your personal information. Why We Collect Your Information. We gather non-public information about you to assist us in rendering our advisory services to you and to comply with the regulations that govern us. What Information We Collect. Sources of Information Collected. How information Is Used. What Information We Disclose. We will continue to conduct our business in ...

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JMA Financial Advisors - Financial Advisors ~ Investment Management

New clients accepted by referral only. Financial Advisors provides personalized financial advisory and investment management services to affluent and emerging affluent individuals, retirement plans, non-profit organizations, estates, and trusts. JMA is a Registered Investment Advisor (RIA), and as such, we act as a fiduciary when managing client investments. In practice since 1977, JMA. Does not engage in the sale of any financial products. Percentage of assets under management. Irving, Texas 75062.

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