# JMD Financial Planning Inc.

JMD Financial Planning Inc. is a Registered Investment Advisor based in United States.

## Overview

- **Organization type:** Registered Investment Advisor
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 340513
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340513

## About

JMD Financial Planning Inc. is a state-registered investment adviser. It has one employee and one investment adviser.

## Sectors

- Financial Services

## Questions

### Who runs investment decisions at JMD Financial Planning Inc.?

JMD Financial Planning Inc. has not publicly disclosed its leadership or investment committee. No named principals or advisors appear in public records or media coverage. Any allocator evaluating the firm should request a full list of key personnel and their credentials directly.

### What is JMD Financial Planning's minimum client asset threshold?

JMD Financial Planning Inc. has not published a minimum asset requirement. Most RIAs disclose this in their Form ADV Part 2A, but a copy for this firm is not publicly available. Prospective clients should consult the firm directly.

### How is JMD Financial Planning Inc. regulated?

As a registered investment advisor, JMD Financial Planning Inc. is regulated by the U.S. Securities and Exchange Commission or a state securities regulator, depending on its AUM. The firm must file Form ADV annually, but the most recent filing was not located in public databases.

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Last updated: 2026-08-14T12:30:00.000Z

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