Jma Financial Advisors, Inc. (Irving)

Name: Jma Financial Advisors, Inc.
Address: 580 Decker Drive, Irving, TX, 75062
Telephone: 972-541-1121

Jma Financial Advisors, Inc. is an adviser based in Irving. It manages $49 million of regulatory assets for 56 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

Jma Financial Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and investment consulting. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jma Financial Advisors: assets under management

The assets under management (AUM) of Jma Financial Advisors, Inc. is $49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $49 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $875 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jma Financial Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Jma Financial Advisors, Inc.

John Wayne Mccuistion has been acting as President since 1 Nov 1977. Jo Kay Crofford joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Wayne Mccuistion	President/chief compliance officer	1 Nov 1977	75% - 100%	4460376
Janis Mccuistion	Vice president	1 Dec 1977	Other	6023328
Jo Kay Crofford	Vice president	1 Mar 1980	Other	5538400

Based in Irving

The principal office where Jma Financial Advisors, Inc. performs its advisory services is located at 580 Decker Drive, Irving, TX 75062, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 972-541-1121 or by fax 972-717-1495. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.jmafinancialadvisors.com.