| Name | Title | Ownership | Since |
|---|---|---|---|
| Jm Financial Overseas Holdings Private Limited Control | Owner | Over 75% | 2026 |
| Jonathan Scott Hurd | Chief Compliance Officer And Interim Ceo | Under 5% | 2026 |
| Jm Financial Limited Control | Shareholder | — | 2026 |
Jm Financial Private Wealth, Inc. reports 2 employees.
Jm Financial Private Wealth, Inc. is based in New York, NY and has been SEC-registered since 2026.
Jm Financial Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1177 Avenue of the Americas 5th Floor, Office No. 5046, New York, NY 10036 |
| Phone | 1-332-900-4958 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |