Welcome to JM Financial Strategies online! We are an independent financial firm that has been helping the good people of the San Diego area establish and maintain their long-term financial goals since 1980.
If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).
If you're not currently acquainted with our firm, we've established this Web site as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.
We appreciate your interest in JM Financial Strategies and sincerely look forward to serving you.
This communication is strictly intended for individuals residing in the states of
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Securities and Advisory Services offered through Commonwealth Financial Network ®,