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WERNER FINANCIAL
JCM STRATEGIC WEALTH PARTNERS LLC
CRD 315220 · SEC 801-132269
4022 E SOUTHPORT ROAD, INDIANAPOLIS, IN, 46237, United States
Phone
317-735-9202
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$152.4M
Discretionary AUM
$151.6M
Team
5 total employees; 2 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 387 | $42.5M |
| High net worth individuals | 85 | $85.1M |
| Pension/profit sharing plans | 445 | $14.9M |
| Corporations/business entities | 12 | $1.6M |
States served
IN, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD