JM Financial Strategies
Identity
- Name
- JM Financial Strategies
- Formatted address
- 4550 Kearny Villa Rd # 201, San Diego, CA 92123, USA
- Phone
- (858) 569-4010
- Website
- http://www.jmfinancialstrategies.com/
- Primary category
- Consultant
- Hours
- Monday: 9:00 AM – 4:30 PM Tuesday: 9:00 AM – 4:30 PM Wednesday: 9:00 AM – 4:30 PM Thursday: 9:00 AM – 4:30 PM Friday: 9:00 AM – 4:30 PM Saturday: Closed Sunday: Closed
- Map reference
- https://maps.google.com/?cid=17826627688241224154&g_mp=CiVnb29nbGUubWFwcy5wbGFjZXMudjEuUGxhY2VzLkdldFBsYWNlEAIYBCAA
Attribute Matrix
No attribute evidence is currently established.
Self-Claims
Firm Stated Facts
-
categorized_as: Financial Service
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-ria-brokerdealer self-published
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categorized_as: FinancialService
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/ self-published
-
categorized_as: FinancialService
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-ria-brokerdealer self-published
-
professional_certifications: CFP, CPA, EA, CRTP, JD
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/contact-us self-published
-
professional_certifications: CFP, Enrolled Agent
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
-
professional_certifications: CPA, CFP
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
-
services_offered: comprehensive financial planning, wealth management
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/overview self-published
-
services_offered: investment management
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/ self-published
-
services_offered: retirement planning, tax planning, estate planning, investment planning
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
-
services_offered: retirement planning
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/ self-published
-
years_in_practice: over 35 years
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
Performance Claims
No performance claims are currently recorded.
Themed Claims
-
services offered: ira and retirement plan tax sheltered annuity income tax preparation estate and trust return
Citation count: 2
- local.yahoo.com https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ independent
- yelp.com https://www.yelp.com/biz/jm-financial-strategies-san-diego aggregated
Claim Ledger
| Predicate or attribute | Value | Source URL | Source date | Verdict | Citation |
|---|---|---|---|---|---|
| categorized_as | FinancialService | https://www.jmfinancialstrategies.com/our-ria-brokerdealer | json_ld_parsed |
|
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.jmfinancialstrategies.com/our-ria-brokerdealer | json_ld_parsed |
|
|
| categorized_as | Financial Service | https://www.jmfinancialstrategies.com/our-ria-brokerdealer | kept |
|
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.jmfinancialstrategies.com/our-ria-brokerdealer | kept |
|
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.jmfinancialstrategies.com/our-ria-brokerdealer | json_ld_parsed |
|
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| services_offered | comprehensive financial planning, wealth management | https://www.jmfinancialstrategies.com/overview | kept |
|
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| services_offered | tax preparation, bookkeeping, financial planning, and estate tax strategies | https://www.dotax.com/accountant/california/san-diego/jm-financial-strategies/1186218 | kept |
|
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| professional_certifications | IRS registered tax preparer | https://www.dotax.com/accountant/california/san-diego/jm-financial-strategies/1186218 | kept |
|
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| client_specializations | local entrepreneurs and families | https://www.dotax.com/accountant/california/san-diego/jm-financial-strategies/1186218 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.dotax.com/accountant/california/san-diego/jm-financial-strategies/1186218 | kept |
|
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.jmfinancialstrategies.com/our-philosophy | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ | json_ld_parsed |
|
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| categorized_as | FinancialService | https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ | json_ld_parsed |
|
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| services_offered | Ira And Retirement Plans. Tax Sheltered Annuities. Income Tax Preparation. Estate And Trust Returns. | https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ | kept |
|
|
| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ | kept |
|
|
| reviewed_by | c651ec45-9dad-4301-b5a1-075985a535fb | https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ | kept |
|
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| categorized_as | Accounting & Bookkeeping | https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ | kept |
|
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| professional_certifications | CFP, CPA, EA, CRTP, JD | https://www.jmfinancialstrategies.com/contact-us | kept |
|
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/j-m-financial-351843430 | kept |
|
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| categorized_as | Security brokers and dealers | https://www.mapquest.com/us/california/j-m-financial-351843430 | kept |
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| services_offered | investment strategies, monitoring portfolio performance | https://www.mapquest.com/us/california/j-m-financial-351843430 | kept |
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.mapquest.com/us/california/jm-financial-strategies-402694108 | kept |
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| client_specializations | individuals and businesses | https://www.mapquest.com/us/california/jm-financial-strategies-402694108 | kept |
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| categorized_as | financial services firm | https://www.mapquest.com/us/california/jm-financial-strategies-402694108 | kept |
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.yellowpages.com/san-diego-ca/mip/jm-financial-strategies-5893933 | json_ld_parsed |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.yellowpages.com/san-diego-ca/mip/jm-financial-strategies-5893933 | json_ld_parsed |
|
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| services_offered | Investment Securities, Financial Services, Investment Management | https://www.yellowpages.com/san-diego-ca/mip/jm-financial-strategies-5893933 | kept |
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| categorized_as | http://schema.org/LocalBusiness | https://www.yellowpages.com/san-diego-ca/mip/jm-financial-strategies-5893933 | json_ld_parsed |
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| years_in_practice | 64 Years | https://www.yellowpages.com/san-diego-ca/mip/jm-financial-strategies-5893933 | kept |
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| regulatory_registration | Registered Investment Adviser | https://www.yellowpages.com/san-diego-ca/mip/jm-financial-strategies-5893933 | kept |
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| years_in_practice | 16 years | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | kept |
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| founded_by | 36c2e179-c1f1-4bd4-8fda-4f59e7e1a75c | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | kept |
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| categorized_as | LocalBusiness | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | json_ld_parsed |
|
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| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | json_ld_parsed |
|
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| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | kept |
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| founded_by | 854f8765-6421-44df-b88d-e3a73c590ff1 | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | kept |
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| categorized_as | Financial Services | https://www.bbb.org/us/ca/san-diego/profile/financial-services/jm-financial-strategies-1126-171996644 | kept |
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| services_offered | asset accumulation, risk management, retirement planning, taxation, business and estate planning services | https://www.crunchbase.com/organization/jm-financial-strategies | kept |
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| categorized_as | financial consulting firm | https://www.fivestarprofessional.com/Spotlights/148185/Profile | kept |
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| regulatory_registration | Registered Representative and Investment Adviser Representatives | https://www.fivestarprofessional.com/Spotlights/148185/Profile | fixed |
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| has_accolade | 37c55796-a108-48ab-bd83-0cc3682616e2 | https://www.fivestarprofessional.com/Spotlights/148185/Profile | kept |
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| established_in | 8be5be2a-b072-47d2-af1e-175db772dbcb | https://www.fivestarprofessional.com/Spotlights/148185/Profile | kept |
|
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| services_offered | wealth management strategies | https://www.fivestarprofessional.com/Spotlights/148185/Profile | kept |
|
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| categorized_as | FinancialService | https://www.jmfinancialstrategies.com/ | json_ld_parsed |
|
|
| established_in | 8be5be2a-b072-47d2-af1e-175db772dbcb | https://www.jmfinancialstrategies.com/ | kept |
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| has_accolade | ff93f651-3b32-4739-8138-7c0a67cce051 | https://www.jmfinancialstrategies.com/ | kept |
|
|
| located_in | 19e65e0a-56d6-40aa-84cc-195a0dd22560 | https://www.jmfinancialstrategies.com/ | json_ld_parsed |
|
|
| located_in | 76f1621c-6d82-494d-a689-421a75ded873 | https://www.jmfinancialstrategies.com/ | json_ld_parsed |
|
|
| services_offered | retirement planning | https://www.jmfinancialstrategies.com/ | kept |
|
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| services_offered | investment management | https://www.jmfinancialstrategies.com/ | kept |
|
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| professional_certifications | CPA, CFP | https://www.jmfinancialstrategies.com/our-team | kept |
|
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| services_offered | retirement planning, tax planning, estate planning, investment planning | https://www.jmfinancialstrategies.com/our-team | kept |
|
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| years_in_practice | over 35 years | https://www.jmfinancialstrategies.com/our-team | kept |
|
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| professional_certifications | CFP, Enrolled Agent | https://www.jmfinancialstrategies.com/our-team | kept |
|
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.jmfinancialstrategies.com/our-team | kept |
|
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| professional_certifications | CPA, CFP® | https://www.linkedin.com/in/john-rey/ | kept |
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| client_specializations | individuals and families | https://www.linkedin.com/in/john-rey/ | kept |
|
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| professional_certifications | CFP, EA | https://www.linkedin.com/in/tinahuston/ | kept |
|
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.linkedin.com/in/tinahuston/ | kept |
|
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| years_in_practice | 30+ years | https://www.linkedin.com/in/tinahuston/ | kept |
|
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| located_in | 703a7269-a2d2-444c-b52e-f40bf73f2679 | https://www.owler.com/company/jmfinancialstrategies | kept |
|
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| services_offered | Ira And Retirement Plans, Tax Sheltered Annuities, Income Tax Preparation, Estate And Trust Returns | https://www.yelp.com/biz/jm-financial-strategies-san-diego | kept |
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| categorized_as | Investing | https://www.yelp.com/biz/jm-financial-strategies-san-diego | kept |
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| categorized_as | Stock Brokers | https://www.yelp.com/biz/jm-financial-strategies-san-diego | kept |
|
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| categorized_as | Retirement Planner | https://www.yelp.com/biz/jm-financial-strategies-san-diego | kept |
|
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| professional_certifications | CPA | https://www.yelp.com/biz/jm-financial-strategies-san-diego | kept |
|
Credentials
-
cfp_certification: CFP, CPA, EA, CRTP, JD
claimed_unverified
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/contact-us self-published
Self-asserted.
-
cfp_certification: CFP, Enrolled Agent
claimed_unverified
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
Self-asserted.
-
cfp_certification: CPA, CFP
claimed_unverified
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
Self-asserted.
What We Do Not Know
- fiduciary_status: no_supporting_evidence
- compensation_model: no_supporting_evidence
- service_delivery_model: no_supporting_evidence
Methodology
- Source count
- 3
- local.yahoo.com https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ independent
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/ self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/contact-us self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-ria-brokerdealer self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/overview self-published
- yelp.com https://www.yelp.com/biz/jm-financial-strategies-san-diego aggregated
- Data refreshed
- local.yahoo.com https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ independent
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/ self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/contact-us self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-ria-brokerdealer self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/overview self-published
- yelp.com https://www.yelp.com/biz/jm-financial-strategies-san-diego aggregated
- Source classes
- aggregator (aggregated), business_website (self-published), independent_editorial (independent)
- local.yahoo.com https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ independent
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/ self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/contact-us self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-ria-brokerdealer self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/overview self-published
- yelp.com https://www.yelp.com/biz/jm-financial-strategies-san-diego aggregated
- Synthesis run at
- local.yahoo.com https://local.yahoo.com/info-36175678-jm-financial-strategies-san-diego/ independent
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/ self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/contact-us self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-ria-brokerdealer self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/our-team self-published
- jmfinancialstrategies.com https://www.jmfinancialstrategies.com/overview self-published
- yelp.com https://www.yelp.com/biz/jm-financial-strategies-san-diego aggregated