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JM FINANCIAL PRIVATE WEALTH, INC.

CRD 341113 · SEC 801-135854

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

1177 AVENUE OF THE AMERICAS 5TH FLOOR, OFFICE NO. 5046, NEW YORK, NY, 10036, United States

Registration

Registered (APPROVED-120)

Source

SEC registered

Total AUM

$0

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-06-08

Disciplinary history

No

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Services

Portfolio management (individuals)Portfolio management (institutions)

States served

NY

Official SEC filing: View on IAPD