JDM Financial Group LLC
JDM Financial Group LLC is an SEC-registered investment adviser headquartered in Encino, California. Founded in 2021, the firm manages investment portfolios primarily for individual and high net worth clients. JDM offers discretionary advisory services with around 5 employees, focusing on portfolio management and financial planning. The firm leverages custodians like Charles Schwab and Pershing, sometimes subadvising with First Ascent Asset Management for rebalancing and trading efficiency. JDM Financial Group serves primarily U.S.-based clients and emphasizes personalized asset allocation and client-centric investment strategies.
Investment Strategy
JDM Financial Group LLC provides discretionary investment advisory services, managing client portfolios using a wrap program with custodians such as Charles Schwab and Pershing. The firm selects mutual funds and exchange-traded funds to cover various asset classes and may recommend subadvising for portfolio rebalancing with First Ascent Asset Management. JDM's philosophy centers on continuous monitoring and adjustment for prudence, customized asset allocation, and a conflict-aware, client-first approach, with a typical initial investment minimum of $1 million (though waivers are possible at the firm's discretion).
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BKLC | BNY MELLON US LARGE CAP CORE EQUITY ETF | 12.52% | $29.9M | 232,605 | $110.13 | $128.38 | +$2.0M |
X XHLF | BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 11.14% | $26.6M | 527,307 | $50.40 | $50.42 | +$13.9M |
V VOO | VANGUARD S&P 500 ETF | 10.19% | $24.3M | 58,199 | $361.41 | $612.38 | -$13.0M |
S SPDW | SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 9.68% | $23.1M | 546,710 | $34.67 | $42.79 | +$6.0M |
I IVV | ISHARES S&P 500 INDEX | 6.25% | $14.9M | 22,290 | $389.50 | $669.30 | -$233.4K |