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Jeffrey Munjack

President

JDM Financial Group LLC

United States, California, Los Angeles

About Me

Jeffrey Munjack is the founder and president of JDM Financial Group. Jeff has over twenty years of experience in working with family-owned businesses, successful professionals and multi-generational families. His unique expertise integrates leading edge fee-only wealth management with long-term financial planning to optimize financial advice and overall results for clients. Jeff established JDM in 2002 so that he could advise clients outside the sales culture of Wall Street. Prior to launching JDM, Jeff worked as a Financial Consultant and Certified Financial Manager at a leading global investment firm. He earned his CFP® designation from the College for Financial Planning, a Master of Sc

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Profile Information

President

JDM Financial Group LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Aug 18, 2024

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