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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2002
- Office Locations
- 4
Office Locations
About JDM Financial Group LLC
JDM Financial Group is a fee-based, fiduciary wealth manager providing investment management and long-term financial planning for successful professionals, family-owned businesses, and multi-generational families. Portfolios are tailored to goals, time horizon, tax status, and risk preferences, using ETFs, index funds, and no-load mutual funds with an emphasis on tax efficiency. No commissions or proprietary products; incorporates behavioral finance and decision-making support through major life milestones. Custody includes Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JEFFREY DAVID MUNJACK
Chief Compliance Officer, Managing Member
- CRD
- #3222513
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Maria Babilonia
Portfolio Manager, Vice President
- CRD
- #6477465
JESSICA MAY ROKS
--
- CRD
- #5731201
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $352,799,208 | $446,581 |
| Non-Discretionary | $0 | -- |
| Total | $352,799,208 | $446,581 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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