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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-25-2022
- Office Locations
- 1
Office Locations
About JRM TAX & Wealth Management, LLC
JRM Tax & Wealth Management is a Pennsylvania-based advisory firm providing financial, retirement, and tax planning alongside ongoing portfolio management, with added focus on planning for business owners and coordinating individual and business tax filing. Led by founder Jason R. McWilliams (CPA/CFP; fee-only/NAPFA/XYPN), the firm typically uses diversified asset-allocation portfolios (often mutual funds and fixed income) and custodies at Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
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Owner & Executives
Jason Robert McWilliams
Chief Compliance Officer, FOUNDER, Partner
- CRD
- #7507810
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $895,618 | -- |
| Non-Discretionary | $0 | -- |
| Total | $895,618 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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