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JDM FINANCIAL GROUP LLC

· CRD 122057 · IAPD ↗ · jdmfinance.com · (310) 479-4122

$352.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2024 — JDM FINANCIAL GROUP LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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