J
CRD: 175086
JMO Financial
Carlsbad, CA, 92009
7609440774
$8.0M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
11 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-24-2015
- Office Locations
- 1
Office Locations
2121 Palomar Airport Road Suite 210 Carlsbad CA
About JMO Financial
JMO Financial is a Carlsbad-based RIA. The firm has been operating for 11 years. Managing $8.0M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
63 AVG AGE
$8.0M AVG AUM / ADVISOR
$612.8K AVG AUM / CLIENT
11.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Vector glacier
Investment Themes
North Vertex
Investment Vehicles
Quantum eagle
Services
Zenith peak Peak Focus Harbor
Owner & Executives
JAMES MICHAEL OBRIEN
Chief Compliance Officer, Financial Advisor, Managing Director, President
- CRD
- #2534087
- Ownership
- 75% or more
(289) 215-3951
unison.alpha@meridiancapital.com
in linkedin.com/in/vital-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,966,338 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,966,338 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,966,338
Equity - Exchange:
59.5% Cash:
40.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $399,058,526 | 59.5% |
| Cash | $271,628,072 | 40.5% |
| Total | $670,686,598 | 100.0% |