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Welcome to JM Financial Strategies online! We are an independent financial firm that has been helping the good people of the San Diego area establish and maintain their long-term financial goals since 1960.

If you're a current client, you'll find links to access your account, make appointments with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor (the kind we like!).

If you're not currently acquainted with our firm, we've established this website as a way for you to get to know us and understand how we can help you get to that point where you don't have to worry about whether your money is doing right by you.

We appreciate your interest in JM Financial Strategies and sincerely look forward to serving you.
Featured Content: Latest Article and Market Commentaries

Getting on the Right Financial Track After Graduation: Graduating seniors carried an average of more than $26,000 in student loans in 2011.

View the Featured Article

Last Updated: 05/20/13


Index Time Last Change
CBOE DJ x 100 16:44 15,307.00 -81.00 Down Arrow
NASDAQ 16:15 3,463.30 -38.82 Down Arrow
S&P 16:43 1,655.35 -13.81 Down Arrow
10Yr Treasury N/A 2.02 0.08 Up Arrow
30Yr Treasury N/A 3.20 0.06 Up Arrow
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