J&M Investments, LLC

Overview

J&M Investments, LLC is organized as a limited liability company and operates as an independent registered investment adviser under individual ownership. The firm functions as a capital allocator and focuses on selecting outside advisers to implement client strategies rather than running a large proprietary investment platform. Its listed fee structure is categorized as "Other." The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not described as a pension consultant or as having related advisers. An accounting firm is noted among the organization's industry affiliations.

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Location & Offices