Jeffrey D. Munjack
JDM FINANCIAL GROUP LLC
Austin, TX
Some features on this profile are disabled
CRD#: 3222513
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.
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 a Financial Consultant and Certified Financial Manager at a leading global investment firm. He earned his CFP® designation from the College for Financial Planning, a Master of Science in Financial Services from the Institute of Business and Finance, a Professional Designation in Personal Financial Planning from UCLA, and he has completed executive education at Harvard’s Kennedy School of Government in Investment Decisions and Behavioral Finance. Jeff has also served as a Certified Financial Educator with the Heartland Institute of Financial Education, is certified in Long Term Care, and and has California and Texas Life Insurance licenses.
Question & Answer
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
Investment Management
Insurance
Retirement
Stocks & Bonds
Are you a "fiduciary"?
Yes
Aliases
Jeffrey D Munjack
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.
Various insurance agencies. Title: Insurance Agent. Start: 2002. Approx. 10% of time, 3 hours per month during trading hours. Address: Address of record.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey David Munjack's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
January 12, 2011 - Present
JDM FINANCIAL GROUP LLC
RIA
CRD#: 122057
Austin, TX
Past
September 16, 2002 - December 31, 2008
JDM FINANCIAL GROUP LLC
RIA
CRD#: 122057
LOS ANGELES, CA
Past
July 2, 2001 - April 27, 2005
ROUND HILL SECURITIES, INC.
BD
CRD#: 35223
ALAMO, CA
Past
May 7, 1999 - April 10, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
JF
JDM FINANCIAL GROUP LLC
JDM FINANCIAL GROUP LLC
CRD#: 122057 / SEC#: 801-122040
RIA
Registered Investment Advisory firm - (8/10/2021 Approved)California
Registered Investment Advisory firm - (10/23/2021 Terminated)Colorado
Registered Investment Advisory firm - (10/1/2021 Terminated)New York
Registered Investment Advisory firm - (9/23/2021 Terminated)Texas
Registered Investment Advisory firm - (9/23/2021 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(1/12/2011)
IAR
Texas(5/16/2013)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
JF
JDM FINANCIAL GROUP LLC
JDM FINANCIAL GROUP LLC
CRD#: 122057 / SEC#: 801-122040
RIA
Registered Investment Advisory firm - (8/10/2021 Approved)California
Registered Investment Advisory firm - (10/23/2021 Terminated)Colorado
Registered Investment Advisory firm - (10/1/2021 Terminated)New York
Registered Investment Advisory firm - (9/23/2021 Terminated)Texas
Registered Investment Advisory firm - (9/23/2021 Terminated)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Austin, TX
Mailing Address
1108 Lavaca St. Suite 110-523, Austin, TX 78701
Phone number
(310) 479-4122
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 799 |
| AUM (Assets Under Management) | $ 295,924,042 |
Red Flags
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.
