Maria Babilonia
JDM FINANCIAL GROUP LLC
Studio City, CA
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CRD#: 6477465
Professional summary
Maria Babilonia, CFP®, who also goes by Maria Babilonia, Maria De Los Angeles Babilonia, Maria Varkony, is a registered financial advisor currently at JDM FINANCIAL GROUP LLC located in Studio City, California.
Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Maria has worked at 1 firm .
Biography
Maria is a Certified Financial Planner™ (CFP®) at JDM Financial Group. Her expertise lies in insurance-based investing and general financial planning.
With over 10 years of industry experience, an undergraduate degree in finance and financial planning, as well as a CFP®, she brings rigorous training in the classroom and in a professional setting to her work with clients. Prior to joining JDM Financial Group, Maria worked in financial services as a Wealth Associate where she developed an expertise in financial products and planning for clients.
Maria is an animal lover and enjoys spending time with family and hiking with friends.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Maria Babilonia | Maria De Los Angeles Babilonia | Maria Varkony
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: 12/2015. Approx. 10% of her time, 15- 20 hours per month during trading hours. Address: Address of record.
CRS (Client Relationship Summary) - RIA
Click below to view Maria Babilonia'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
March 9, 2017 - Present
JDM FINANCIAL GROUP LLC
RIA
CRD#: 122057
Studio City, CA
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(3/9/2017)
IAR
Texas(3/9/2017)
Exams
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
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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
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Check for any disclosures as part of your thorough research when choosing an advisor.
