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www.finra.org
www.sipc.org
At JHM Wealth Management, Inc. we work with our clients as knowledgeable and trusted advisors to assure them that their unique objectives will be addressed through all stages of life.
Our customized approach to wealth management is a simple one- one that’s built on a personal relationship with the client and shaped by an understanding of their financial needs and aspirations. We realize that no two clients are alike which is why we strive to create investment strategies to best address each client’s individual needs.
Choosing the right professionals to help manage your wealth is one of the most consequential decisions you will ever make. Our strong commitment to service excellence, combined with a powerful independent platform, recognizable industry credentials, and a promise to always act in the best interest of our clients are what differentiate us from our competitors.
In today’s challenging investment climate, never has it been more important for an advisor to provide their client with consistent communication and accessibility. We make it a priority to take the time to meet with our clients as often as needed to ensure they have a thorough understanding of their situation and of the investment strategies that we are providing to them. We return every phone call and respond to every email as soon as possible. This high level of service has earned us the trust and loyalty of our clients throughout the years.
By being an independent financial advisor with LPL Financial, we are able to offer our clients the unique advantage of truly personalized and unbiased advised. LPL Financial does not offer any proprietary products so there are no quotas to be met. This allows us to make sound financial recommendations based solely upon each client’s individual situation.
Always putting our clients best interest first has allowed us to gain the trust of our clients over the years, build solid relationships and build our business entirely on referrals. This confidence, comprehensive experience and education provide a solid foundation for our clients.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, FL, HI, MA, MD, NV, WA.
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
