# New Jam Financial Strategists

New Jam Financial Strategists is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 133631
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/133631

## About

New Jam Financial Strategists, LLC is a state-registered investment adviser in Peekskill, NY. The firm manages approximately $310,000 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs New Jam Financial Strategists?

The principal and investment leadership of New Jam Financial Strategists are not identified in public filings or press accounts. The firm operates with complete anonymity, a structure that some ultra-high-net-worth families adopt to minimize unsolicited deal flow, personal security risks, and public scrutiny.

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Last updated: 2026-07-06T01:24:21.890Z

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