JDM Financial Group LLC
JDM Financial Group LLC is a multi-family office headquartered in Encino, United States. Founded in 2002, it traces its wealth to founder Jeffrey D.

JDM Financial Group LLC
JDM Financial Group LLC is a multi-family office headquartered in Encino, United States. Founded in 2002, it traces its wealth to founder Jeffrey D. Munjack’s career in financial services, leveraging decades of advisory expertise to steward capital for multi-generational families. The firm offers integrated wealth planning, investment management, and fiduciary oversight designed to preserve and grow client assets—providing fee-only guidance across market cycles.
General information
Firm type
Multi Family Office
Year founded
—
AUM
—
Location
Region
North America
Country
—
City
Encino
Corporate office
16350 Ventura Boulevard Suite D550
Frequently asked questions
What is JDM Financial Group LLC?
JDM Financial Group LLC is a multi family office headquartered in Encino.
Where is JDM Financial Group LLC headquartered?
JDM Financial Group LLC is headquartered in Encino, in the North America region.
What does Altss track for JDM Financial Group LLC?
Altss maintains an OSINT-verified profile of JDM Financial Group LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is JDM Financial Group LLC's website?
JDM Financial Group LLC's public website is jdmfinance.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is JDM Financial Group LLC?
JDM Financial Group LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on JDM Financial Group LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for JDM Financial Group LLC?
JDM Financial Group LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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