Jdm Financial Group Llc
- Regulatory AUM
- $353M
- Discretionary
- $353M
- Clients
- 142
- Avg AUM / client
- $2.5M
- Accounts
- 790
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 318 positions, $259,352,536)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Bny Mellon Us Large Cap Core Equity Etf | ETF | $30,445,684 | 263,197 | 11.7% | 8.63% |
| 2 | State Street Spdr Portfolio Developed World Ex Us Etf | ETF | $26,838,284 | 744,083 | 10.3% | 7.61% |
| 3 | Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf | ETF | $26,795,504 | 532,397 | 10.3% | 7.6% |
| 4 | Ishares 0 3 Month Treasury Bond Etf | ETF | $23,527,026 | 283,950 | 9.07% | 6.67% |
| 5 | Vanguard S&P 500 Etf | ETF | $17,952,405 | 300,823 | 6.92% | 5.09% |
| 6 | Ishares S&P 500 Index | ETF | $13,714,476 | 20,997 | 5.29% | 3.89% |
| 7 | Vanguard Small Cap Etf | ETF | $11,972,766 | 94,414 | 4.62% | 3.39% |
| 8 | Vanguard Mid Cap | ETF | $11,902,550 | 84,539 | 4.59% | 3.37% |
| 9 | State Street Spdr Portfolio Emerging Markets Etf | ETF | $11,700,218 | 310,231 | 4.51% | 3.32% |
| 10 | Vanguard Reit Index Etf | ETF | $9,962,959 | 140,723 | 3.84% | 2.82% |
| 11 | State Street Spdr S&P 500 Etf | ETF | $5,747,818 | 8,838 | 2.22% | 1.63% |
| 12 | Apple Inc | Stock | $4,900,794 | 19,310 | 1.89% | 1.39% |
| 13 | Innovator U.S. Equity Power Buffer Etf January | ETF | $4,800,242 | 104,059 | 1.85% | 1.36% |
| 14 | State Street Spdr Portfolio S&P 500 Growth Etf | ETF | $4,522,661 | 46,192 | 1.74% | 1.28% |
| 15 | State Street Spdr Portfolio S&P 500 Value Etf | ETF | $3,670,010 | 64,864 | 1.42% | 1.04% |
| 16 | Vanguard Ftse Developed Markets Etf | ETF | $3,456,135 | 53,935 | 1.33% | 0.98% |
| 17 | State Street Spdr Portfolio S&P 500 Etf | ETF | $3,114,657 | 40,693 | 1.2% | 0.88% |
| 18 | Innovator International Developed Power Buffer Etf January | ETF | $3,010,841 | 82,989 | 1.16% | 0.85% |
| 19 | Schwab Intermediate Term Us Treasury Etf | ETF | $2,192,067 | 87,999 | 0.85% | 0.62% |
| 20 | Ishares Core Msci Eafe Etf | ETF | $2,142,558 | 23,667 | 0.83% | 0.61% |
| 21 | Innovator Laddered Allocation Power Buffer Etf | ETF | $1,994,533 | 40,367 | 0.77% | 0.57% |
| 22 | Invesco Nasdaq 100 Etf | ETF | $1,879,428 | 7,909 | 0.72% | 0.53% |
| 23 | Vanguard Ftse Emerging Markets Etf | ETF | $1,868,136 | 34,563 | 0.72% | 0.53% |
| 24 | Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf | ETF | $1,632,493 | 35,597 | 0.63% | 0.46% |
| 25 | Bondbloxx Bloomberg Seven Year Target Duration Us Treasury Etf | ETF | $1,556,912 | 32,626 | 0.6% | 0.44% |
Top 25 of 318 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $24.0M | 6.79% |
| High net worth individuals | 99 | $329M | 93.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey David Munjack | Managing Member/Chief Compliance Officer | CFP | Mar 2002 (24y) | 75% or more |
| Jessica Ann Rosenberg | Registered representative | Aug 2015 (11y) | ||
| Maria Babilonia | Registered representative | CFP | Mar 2017 (9y) | |
| Jessica May Roks | Registered representative | CFP | Dec 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 967 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $313M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗