← Tributary

JMA FINANCIAL ADVISORS, INC.

IRVING, TX · CRD 115043 · IAPD ↗ · 972-541-1121

$105.7MRegulatory AUM
2Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — JMA FINANCIAL ADVISORS, INC. (IRVING, TX) left the SEC roster (was $105.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
25
April 2024 — JMA FINANCIAL ADVISORS, INC. changed its website from jmafinancialadvisors.com to jmadvise.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.