Financial Advisors · profile
JM Financial Strategies
Financial Advisors · San Diego, CA
We built this from public sources. If something's wrong, the firm can submit a correction.
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Core data
What we found
Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.
No attribute evidence is currently established.
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What the firm says about itself
Self-claims
What the firm states about itself — operational facts and self-promotion, kept apart.
Stated facts
First-party · firm-statedFirst-party operational facts — hours, services, the firm's own descriptors.
- Category Financial Service jmfinancialstrategies.comSelf-published
- Category Financial service jmfinancialstrategies.comSelf-published
- Professional certifications CFP, CPA, EA, CRTP, JD jmfinancialstrategies.comSelf-published
- Professional certifications CFP, Enrolled Agent jmfinancialstrategies.comSelf-published
- Professional certifications CPA, CFP jmfinancialstrategies.comSelf-published
- Services Estate & legacy planning jmfinancialstrategies.comSelf-published
- Services Financial planning jmfinancialstrategies.comSelf-published
- Services Investment management jmfinancialstrategies.comSelf-published
- Services Investment-Planning jmfinancialstrategies.comSelf-published
- Services Retirement planning jmfinancialstrategies.comSelf-published
- Services Tax planning jmfinancialstrategies.comSelf-published
- Services Wealth management jmfinancialstrategies.comSelf-published
- Years in practice over 35 years jmfinancialstrategies.comSelf-published
Performance claims
Self-described · not endorsedSelf-promotion, kept with its source.
No performance claims are currently recorded.
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Recurring across sources
Themed claims
Claims that recur across sources, clustered by theme — each with its sources and citation count.
·
At a glance
Key facts
The firm's core identity facts, drawn from the sourced ledger below.
- Main location
- san diego, calinkedin.comSelf-published socialjmfinancialstrategies.comSelf-publisheddotax.comIndependent editoriallocal.yahoo.comAggregatedmapquest.comAggregatedmapquest.comAggregatedjmfinancialstrategies.comSelf-publishedowler.comAggregated
- Established in
- 1960fivestarprofessional.comAggregatedjmfinancialstrategies.comSelf-published
- Years in practice
- 30+ years · 64 Years · 16 years · over 35 yearslinkedin.comSelf-published socialyellowpages.comAggregatedbbb.orgAggregatedjmfinancialstrategies.comSelf-published
- Registration
- Registered Investment Adviser · Registered Representative and Investment Adviser Representativesyellowpages.comAggregatedfivestarprofessional.comAggregated
- Professional certifications
- CFP, EA · IRS registered tax preparer · CFP, CPA, EA, CRTP, JD · CPA, CFPlinkedin.comSelf-published socialdotax.comIndependent editorialjmfinancialstrategies.comSelf-publishedjmfinancialstrategies.comSelf-publishedlinkedin.comSelf-published social
- Services
- comprehensive financial planning, wealth management · tax preparation, bookkeeping, financial planning, and estate tax strategies · Ira And Retirement Plans. Tax Sheltered Annuities. Income Tax Preparation. Estate And Trust Returns. · investment strategies, monitoring portfolio performancejmfinancialstrategies.comSelf-publisheddotax.comIndependent editoriallocal.yahoo.comAggregatedyelp.comAggregatedmapquest.comAggregated
- Who they work with
- local entrepreneurs and families · individuals and businesses · individuals and familiesdotax.comIndependent editorialmapquest.comAggregatedlinkedin.comSelf-published social
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Excerpts from public sources
In their words
Short excerpts from the sources behind this profile. The firm's own wording is marked.
Self-described · not endorsed The firm's own words are tinted and italicised.
Tina Huston, CFP®, EA
Together, we’ll go through a comprehensive process for managing your financial life and creating a long-term plan customized to your needs.
Caroline Roberti specializes in tax preparation, bookkeeping, financial planning, and estate tax strategies tailored to local entrepreneurs and families
JM Financial Strategies, a(n) Accounting & Bookkeeping business in San Diego, CA
JM Financial Strategies is an independent financial firm based in San Diego, CA, that has been assisting individuals in the area with their long-term financial goals since 1960.
64 Years · in Business
Years in Business: 16
JM Financial Strategies offers asset accumulation, risk management, retirement planning, taxation, business and estate planning services.
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Every source, every date
Where every fact comes from
We read 66 mentions across the web and boiled them down to 45 confirmed facts — each with its source, date, and how we checked it.
› Where every fact comes from
| Fact | Value | Source | Source date | How we checked |
|---|---|---|---|---|
| Accolade | 2026 five star wealth manager | fivestarprofessional.comAggregated | Verified | |
| Accolade | five star wealth manager award | jmfinancialstrategies.comSelf-published | Verified | |
| Category | Accounting & Bookkeeping | local.yahoo.comAggregated | Verified | |
| Category | financial consulting firm | fivestarprofessional.comAggregated | Verified | |
| Category | Financial service · 3 sources | jmfinancialstrategies.comSelf-publishedlocal.yahoo.comAggregatedjmfinancialstrategies.comSelf-published | From page metadata | |
| Category | Financial Service | jmfinancialstrategies.comSelf-published | Verified | |
| Category | Financial Services | bbb.orgAggregated | Verified | |
| Category | financial services firm | mapquest.comAggregated | Verified | |
| Category | http://schema.org/LocalBusiness | yellowpages.comAggregated | From page metadata | |
| Category | Investing | yelp.comAggregated | Verified | |
| Category | Retirement Planner | yelp.comAggregated | Verified | |
| Category | Security brokers and dealers | mapquest.comAggregated | Verified | |
| Category | Stock Brokers | yelp.comAggregated | Verified | |
| Established in | 1960 · 2 sources | fivestarprofessional.comAggregatedjmfinancialstrategies.comSelf-published | Verified | |
| Founded by | diana castenada | bbb.orgAggregated | Verified | |
| Founded by | nubia castenada | bbb.orgAggregated | Verified | |
| Main location | ca · 6 sources · 7 mentions | jmfinancialstrategies.comSelf-publishedjmfinancialstrategies.comSelf-publishedlocal.yahoo.comAggregatedyellowpages.comAggregatedbbb.orgAggregatedjmfinancialstrategies.comSelf-published | From page metadata | |
| Main location | san diego, ca · 8 sources | linkedin.comSelf-published socialjmfinancialstrategies.comSelf-publisheddotax.comIndependent editoriallocal.yahoo.comAggregatedmapquest.comAggregatedmapquest.comAggregatedjmfinancialstrategies.comSelf-publishedowler.comAggregated | Verified | |
| Main location | us · 4 sources | jmfinancialstrategies.comSelf-publishedyellowpages.comAggregatedbbb.orgAggregatedjmfinancialstrategies.comSelf-published | From page metadata | |
| Professional certifications | CFP, CPA, EA, CRTP, JD | jmfinancialstrategies.comSelf-published | Verified | |
| Professional certifications | CFP, EA | linkedin.comSelf-published social | Verified | |
| Professional certifications | CFP, Enrolled Agent | jmfinancialstrategies.comSelf-published | Verified | |
| Professional certifications | CPA | yelp.comAggregated | Verified | |
| Professional certifications | CPA, CFP · 2 sources | jmfinancialstrategies.comSelf-publishedlinkedin.comSelf-published social | Verified | |
| Professional certifications | IRS registered tax preparer | dotax.comIndependent editorial | Verified | |
| Registration | Registered Investment Adviser | yellowpages.comAggregated | Verified | |
| Registration | Registered Representative and Investment Adviser Representatives | fivestarprofessional.comAggregated | Corrected | |
| Reviewed by | yelp | local.yahoo.comAggregated | Verified | |
| Services | asset accumulation, risk management, retirement planning, taxation, business and estate planning services | crunchbase.comAggregated | Verified | |
| Services | comprehensive financial planning, wealth management | jmfinancialstrategies.comSelf-published | Verified | |
| Services | investment management | jmfinancialstrategies.comSelf-published | Verified | |
| Services | Investment Securities, Financial Services, Investment Management | yellowpages.comAggregated | Verified | |
| Services | investment strategies, monitoring portfolio performance | mapquest.comAggregated | Verified | |
| Services | Ira And Retirement Plans. Tax Sheltered Annuities. Income Tax Preparation. Estate And Trust Returns. · 2 sources | local.yahoo.comAggregatedyelp.comAggregated | Verified | |
| Services | retirement planning | jmfinancialstrategies.comSelf-published | Verified | |
| Services | retirement planning, tax planning, estate planning, investment planning | jmfinancialstrategies.comSelf-published | Verified | |
| Services | tax preparation, bookkeeping, financial planning, and estate tax strategies | dotax.comIndependent editorial | Verified | |
| Services | wealth management strategies | fivestarprofessional.comAggregated | Verified | |
| Who they work with | individuals and businesses | mapquest.comAggregated | Verified | |
| Who they work with | individuals and families | linkedin.comSelf-published social | Verified | |
| Who they work with | local entrepreneurs and families | dotax.comIndependent editorial | Verified | |
| Years in practice | 16 years | bbb.orgAggregated | Verified | |
| Years in practice | 30+ years | linkedin.comSelf-published social | Verified | |
| Years in practice | 64 Years | yellowpages.comAggregated | Verified | |
| Years in practice | over 35 years | jmfinancialstrategies.comSelf-published | Verified |
How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code
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Registrations & qualifications
Credentials
Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.
Self-asserted
3 · from the firm's own materials · unverifiedSelf-asserted · unverified
Source: jmfinancialstrategies.com
Self-asserted · unverified
Source: jmfinancialstrategies.com
Self-asserted · unverified
Source: jmfinancialstrategies.com
For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.
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We publish the gaps too
What we do not know
Attributes we couldn't establish from the available sources.
- — Fiduciary statusNothing public to confirm this Nothing public to confirm this
- — How they're paidNothing public to confirm this Nothing public to confirm this
- — Is RIANothing public to confirm this Nothing public to confirm this
- — Service delivery modelNothing public to confirm this Nothing public to confirm this
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How this page was built
Every fact was extracted from a public source, then re-checked against that source before publishing.
Aggregated
Self-published
Sources consulted
Profile · jm-financial-strategies-e64c0e60d5694560ba767a918d688047
Category · Financial Advisors
Published by Authoria