JMA FINANCIAL ADVISORS, INC.
CRD #115043 SEC #801-128969 IRVING, TX 972-541-1121
SEC Registered
Total AUM
$105.7M
Discretionary
$105.7M
Employees
3
Clients
26
Accounts
144
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $105.7M | $105.7M | $0 | 3 | 1 |
| Jul 2024 | $105.7M | $105.7M | $0 | 3 | 1 |
| Mar 2024 | $105.7M | $105.7M | $0 | 3 | 1 |
| Nov 2023 | $104M | $104M | $0 | 3 | 2 |
| Sep 2023 | $104M | $104M | $0 | 3 | 2 |
| Sep 2023 | $104M | $104M | $0 | 3 | 2 |
| Apr 2012 | $49M | $49M | $0 | 1 | 26 |
| Mar 2012 | $49M | $49M | $0 | 1 | 26 |
| Feb 2012 | $49M | $49M | $0 | 1 | 26 |
| May 2011 | $45M | $40M | $5M | 5 | -- |
| Mar 2011 | $45M | $40M | $5M | 5 | -- |
| Mar 2008 | $43.5M | $33.3M | $10.1M | 5 | -- |
| Feb 2007 | $33.5M | $26.5M | $7.1M | 5 | -- |
DateOct 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees3
Clients1
DateJul 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees3
Clients1
DateMar 2024
Total AUM$105.7M
Discretionary$105.7M
Non-Disc.$0
Employees3
Clients1
DateNov 2023
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients2
DateSep 2023
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients2
DateSep 2023
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees3
Clients2
DateApr 2012
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients26
DateFeb 2012
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--
DateMar 2011
Total AUM$45M
Discretionary$40M
Non-Disc.$5M
Employees5
Clients--
DateMar 2008
Total AUM$43.5M
Discretionary$33.3M
Non-Disc.$10.1M
Employees5
Clients--
DateFeb 2007
Total AUM$33.5M
Discretionary$26.5M
Non-Disc.$7.1M
Employees5
Clients--