Advisor at JTM Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
JTM Wealth Management, Inc.
Location
Windham, NY 12496
Credentials
CFP®, Series 63, Series 66
Industry experience
23 years
$0 - $1,000,000: 1.20% $1,000,001 - $4,000,000: 1.00% $4,000,001 - above: 0.90%
Commissions on insurance and annuity products sold by John Moss in his separate capacity as insurance agent
$120 per hour for financial planning services
Fee-only: Financial planning services at $120 per hour
JTM Wealth Management, Inc.
2016 - Present (10 years)
1 St Global Insurance Services, Inc
2007 - 2016 (9 years)
1st Global Advisors, inc
2007 - 2016 (9 years)
1st Global Capital Corp
2007 - 2016 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Freehold, NY
Edward Jones
Series 65
Orinda, CA
Naylor & Company
Series 65
Orinda, CA
Naylor & Company
CFP®, Series 63, Series 65
Windham, NY
Oppenheimer
Series 66
Greenville, NY
UBS Financial Services
Series 63
Windham, NY
LPL Financial
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