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JDM Financial Group
JDM Financial Group was established by Jeffrey D. Munjack, whose background in financial services forms the basis for the firm’s client relationships.
JDM Financial Group
JDM Financial Group was established by Jeffrey D. Munjack, whose background in financial services forms the basis for the firm’s client relationships. The multi-family office provides fee-only planning, investment selection, and fiduciary oversight to families and business owners. The firm allocates across mutual funds and exchange-traded funds rather than originating direct investments. Confirmed holdings include positions in BNY Mellon US Large Cap Core Equity ETF, Vanguard S&P 500 ETF, and SPDR Portfolio Developed World ex-US ETF as of recent 13F filings. Geographic exposure centers on North America with secondary developed-market equity coverage. No active co-investment program or fund commitments appear in disclosed records. Assets under management stand at $296 million. The firm maintains relationships with custodians Pershing LLC and Charles Schwab & Co. and holds membership in the Financial Planning Association. No additional offices or headcount figures have been published. The structure centers on a single founder-led entity that separates advisory services from product manufacturing, relying on external sub-advisors and custodians for execution.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Encino
Corporate office
16350 Ventura Blvd, Encino, California
Principals
Jeffrey D. Munjack
Founder and Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at JDM Financial Group?
Jeffrey D. Munjack serves as founder and managing member and directs portfolio construction.
Does JDM Financial Group participate in fund commitments or only direct deals?
The firm selects mutual funds and ETFs for client accounts and maintains no active direct-deal program.
What investment stages does JDM Financial Group typically target?
The firm focuses on liquid public-market vehicles and does not target private-company stages.
How is JDM Financial Group related to any parent or spinout entity?
No parent firm or spinout relationship is disclosed in available records.
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