J.M Lummis Securities, Inc.

Overview

J.M Lummis Securities, Inc. is organized as a corporation and has been SEC-registered since 1998. Public filings classify the firm as unclassified and identify ownership as a mix of a domestic entity and an individual. The firm does not report itself as a capital allocator, is not designated a multi-state adviser, and is not identified as an active ESG investor. Other advisor attributes in the snapshot—such as pension consulting, related-adviser status, or recent formation—are marked negative. The firm has not provided details on its advisory activities, fee model, or client types in the source data.

Assets & Accounts

Location & Offices