Jeffrey David Munjack
CFP®Professional Summary
Jeffrey David Munjack, CFP®, who also goes by Jeffrey D Munjack, is a registered financial advisor currently at JDM FINANCIAL GROUP LLC located in Austin, Texas. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jeffrey has worked at 3 firms and has passed the Series 66, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Financial Planning
- Investment Management
- Risk Management & Insurance
Specializations
Biography
Jeffrey Munjack is the founder and president of JDM Financial Group. Jeff has over twenty years of experience in working with family-owned businesses, successful professionals and multi-generational families. His unique expertise integrates leading edge fee-only wealth management with long-term financial planning to optimize financial advice and overall results for clients. Jeff established JDM in 2002 so that he could advise clients outside the sales culture of Wall Street. Prior to launching JDM, Jeff worked as...
Other Aliases
Jeffrey D Munjack
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
JDM FINANCIAL GROUP LLC
Contact Information
Main Address
Austin, TXMailing Address
1108 Lavaca St. Suite 110-523, Austin, TX 78701Phone Number
(310) 479-4122# of Employees
4SEC notice filing (3 States and Territories)
Registered to provide investment advisory services in 3 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
790AUM (Assets Under Management)
$352,799,208Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
JDM FINANCIAL GROUP LLC
State Registrations and Notice Filings
(1/12/2011)
(5/16/2013)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Munjack's CRS (Customer Relationship Summary).
Services Offered by Jeffrey
- Financial Planning
- Investment Management
- Risk Management & Insurance
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