New Jam Financial Strategists, LLC

Overview

New Jam Financial Strategists, LLC is a small, independent registered investment adviser that serves individual and family clients with a focus on financial planning and portfolio management for individuals and small businesses. The firm combines advisory work with insurance brokerage, which suggests financial planning often integrates insurance and annuity solutions alongside investment management. Fee arrangements are a mix of a percentage of assets under management and hourly charges, indicating they work with both ongoing advisory relationships and one-off planning engagements. Investment activity is concentrated and equity-oriented. The adviser shows a clear preference for exchange-traded securities, relying heavily on liquid, publicly traded equities and ETFs for client portfolios. Given the firm’s scale and client base, allocations are likely tailored and straightforward rather than built around extensive multi-manager or institutional strategies. The firm is not an active ESG investor and does not position itself as a pension consultant or multi-state adviser.

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Public Holdings

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Location & Offices