# JM&A Group

JM&A Group is an Asset Manager based in Deerfield Beach, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Deerfield Beach, United States
- **Region:** North America
- **Address:** Deerfield Beach, FL, United States
- **Assets under management:** Undisclosed
- **Website:** jmfamily.com

## Regulatory record

- **CRD number:** 331423
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331423

## About

JM&A GROUP DEALERSHIP INSURANCE SERVICES is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Insurance

## Questions

### How does JM&A Group generate its investable assets?

Through captive reinsurance of vehicle service contracts, GAP coverage, and ancillary F&I products sold at franchised dealerships. Policyholders pay premiums at point of sale; those premiums are reserved for future claims, with the unearned premium float available for investment. The structure mirrors Berkeley Hathaway's insurance-float model — investable assets are a byproduct of underwriting discipline rather than external capital raising.

### What is the Jim Moran Foundation, and how does it relate to JM&A Group?

The Jim Moran Foundation is a private philanthropic entity established by the founder with over $200 million in assets. It operates independently from JM&A Group and the broader JM Family Enterprises, focusing on education, healthcare, and economic opportunity initiatives in South Florida. Profits from the business entities support the foundation, but there is no operational overlap.

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- [Transition Global Management](https://altss.com/profile/transition-global-management-limited)
- [Eastlake Planning](https://altss.com/profile/eastlake-planning-llc)

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

Canonical page: https://altss.com/profile/jmanda-group-dealership-insurance-services

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