Advisor at JML Investments LLC
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Justin Liska is the sole advisor at JML Investments LLC, an independent advisory firm based in Chico, CA. He holds a Series 65 designation and has six years of industry experience, including five years as a self-employed professional prior to founding JML Investments in 2019. Outside of advisory work, he manages a residential duplex property. JML Investments LLC provides investment consulting services primarily to individual clients with smaller investable balances, offering one-time portfolio analyses and ongoing consulting without managing assets or taking custody. The firm uses a value-oriented fundamental approach combined with technical analysis, focusing on long-term value stocks, large-cap index funds, ETFs, and diversified holdings, while leaving trade execution decisions to clients.
Based on JML Investments LLC
Account minimum: No minimum account size or initial deposit required Minimum fee: $100 one-time sit-down portfolio analysis and recommendations Fee-only: Monthly subscription fee of $10 for full access to services and monthly newsletters
Chico, CA
California
JML Investments LLC
2019 - Present (7 years)
SELF-EMPLOYED
2014 - 2019 (5 years)
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