Alert! The Internal Revenue Service issued an alert September 22, 2016 to taxpayers and tax professionals to be on guard against fake emails purporting to contain an IRS tax bill related to the Affordable Care Act.

Click here to go to the official IRS article for more information







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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

Year-End Financial Planning Checklist: Get tips for organizing your financial life in 2017.

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Last Updated: 12/05/16




Index Time Last Change
DJI N/A 19,221.31 50.89 Up Arrow
NASDAQ N/A 5,308.46 52.81 Up Arrow
S&P N/A 2,204.86 12.91 Up Arrow
10Yr Treasury N/A 2.37 -0.02 Down Arrow
30Yr Treasury N/A 3.04 -0.03 Down Arrow
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Five Star Wealth Manager Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,337 San Diego wealth managers were considered for the award; 349 (27 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 



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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested.
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