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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-13-2017
- Office Locations
- 1
Office Locations
About JLM Advisors LLC
JLM Advisors (Miami) runs Perpetual Alpha, a selective membership platform for business owners, operators and investors. The firm focuses on uncovering capital inside a business, redeploying it into professionally managed accounts (via Interactive Brokers), and compounding through its P4T strategies and Perpetual Alpha Fund, with optional expansion into real estate and acquisitions. Also provides operational consulting, M&A support, and philanthropic advisory; onboarding is typically 24 hours–5 days with monthly auto-allocation tiers (min $5,000 start).
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Owner & Executives
JORGE LUIS MORALES BAJANDAS
Managing Member
- CRD
- #6246940
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,022,956 | -- |
| Non-Discretionary | $400,000 | -- |
| Total | $2,422,956 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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