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JDM Financial Group LLC Overview
Type
Multi Family Office
General Information
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.
Contact Information
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
16350 Ventura Blvd, Encino, California
Portfolio & Notable Allocations
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