Jessica Rosenberg
Jessica Rosenberg is a registered investment advisor at Jdm Financial Group LLC, based in Van Nuys, CA, with 12 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 143 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable at JDM's sole discretion based on the scope and complexity of services to be rendered and account size.
Fee Estimator
Location
Van Nuys, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jessica works as an insurance agent for various insurance agencies since 2012. This takes about 10-20% of her time, approximately 30 hours per month.
Employment History
Current Registrations
Jdm Financial Group LLC
Previous Registrations
Jdm Financial Group LLC
State Registrations2 states
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