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JM ADVISORS, LLC
CRD 159351
125 WOLF ROAD, SUITE 203, ALBANY, NY, 12205, United States
Phone
518-218-1224
Fax
518-729-4323
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 23 broker-dealer reps
Clients
11-25
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planning
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | — |
| High net worth individuals | 9 | — |
All web addresses on file
Official SEC filing: View on IAPD