J/M FINANCIAL ADVISERS, INC.
CRD #111665 SEC #801-60641 TRUMBULL, CT 203-261-7117
SEC Registered
Total AUM
$130.5M
Discretionary
$0
Employees
2
Clients
51
Accounts
357
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2014 | $0 | $0 | $0 | 2 | 26 |
| Apr 2014 | $0 | $0 | $0 | 2 | 26 |
| Mar 2014 | $0 | $0 | $0 | 2 | 26 |
| Mar 2014 | $132M | $0 | $132M | 2 | 26 |
| Jan 2014 | $132M | $0 | $132M | 2 | 26 |
| Jan 2014 | $132M | $0 | $132M | 2 | 26 |
| Nov 2013 | $132M | $0 | $132M | 2 | 26 |
| Jul 2013 | $132M | $0 | $132M | 2 | 26 |
| Mar 2013 | $132M | $0 | $132M | 2 | 26 |
| Feb 2013 | $130.5M | $0 | $130.5M | 2 | 26 |
| Mar 2012 | $130.5M | $0 | $130.5M | 1 | 26 |
| Dec 2011 | $131.4M | $0 | $131.4M | 1 | 26 |
| Mar 2011 | $31.1M | $0 | $31.1M | 5 | -- |
| Jul 2010 | $31.4M | $0 | $31.4M | 5 | -- |
| Apr 2009 | $27.2M | $0 | $27.2M | 5 | -- |
| Mar 2008 | $38.6M | $0 | $38.6M | 5 | -- |
| Mar 2007 | $39.5M | $0 | $39.5M | 5 | -- |
| Mar 2006 | $33.5M | $0 | $33.5M | 5 | -- |
| Oct 2005 | $36.8M | $0 | $36.8M | 5 | -- |
| Mar 2004 | $35.4M | $0 | $35.4M | 5 | -- |
| Oct 2003 | $31.4M | $0 | $31.4M | 5 | -- |
| Oct 2001 | $31M | $0 | $31M | 5 | -- |
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients26
DateJan 2014
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients26
DateJan 2014
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients26
DateNov 2013
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients26
DateJul 2013
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients26
DateMar 2013
Total AUM$132M
Discretionary$0
Non-Disc.$132M
Employees2
Clients26
DateFeb 2013
Total AUM$130.5M
Discretionary$0
Non-Disc.$130.5M
Employees2
Clients26
DateMar 2012
Total AUM$130.5M
Discretionary$0
Non-Disc.$130.5M
Employees1
Clients26
DateDec 2011
Total AUM$131.4M
Discretionary$0
Non-Disc.$131.4M
Employees1
Clients26
DateMar 2011
Total AUM$31.1M
Discretionary$0
Non-Disc.$31.1M
Employees5
Clients--
DateJul 2010
Total AUM$31.4M
Discretionary$0
Non-Disc.$31.4M
Employees5
Clients--
DateApr 2009
Total AUM$27.2M
Discretionary$0
Non-Disc.$27.2M
Employees5
Clients--
DateMar 2008
Total AUM$38.6M
Discretionary$0
Non-Disc.$38.6M
Employees5
Clients--
DateMar 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees5
Clients--
DateMar 2006
Total AUM$33.5M
Discretionary$0
Non-Disc.$33.5M
Employees5
Clients--
DateOct 2005
Total AUM$36.8M
Discretionary$0
Non-Disc.$36.8M
Employees5
Clients--
DateMar 2004
Total AUM$35.4M
Discretionary$0
Non-Disc.$35.4M
Employees5
Clients--
DateOct 2003
Total AUM$31.4M
Discretionary$0
Non-Disc.$31.4M
Employees5
Clients--
DateOct 2001
Total AUM$31M
Discretionary$0
Non-Disc.$31M
Employees5
Clients--