# JDM Financial Group

JDM Financial Group is a Multi Family Office based in Encino, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Encino, United States
- **Region:** North America
- **Address:** 16350 Ventura Blvd, Encino, California
- **Assets under management:** 296 (Altss estimate)
- **Website:** jdmfinance.com
- **LinkedIn:** https://www.linkedin.com/company/jdm-financial-group

## Regulatory record

- **CRD number:** 122057
- **SEC file number:** 801-122040
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122057

## About

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.

## Sectors

- Fund of Funds
- Wealth Management

## People

- Jeffrey D. Munjack — Founder and Managing Member

## 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.

## Related profiles

- [Richard & Susan Smith Family Foundation](https://altss.com/profile/richard-susan-smith-family-foundation)
- [Conservation International Foundation](https://altss.com/profile/conservation-international-foundation)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/jdm-financial-group-llc

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