Kristin Brkich is a registered investment advisor at Jmb Financial Managers, INC., based in Santa Ana, CA, with 8 years of industry experience. Kristin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning services are offered on an hourly or fixed fee basis.
- Hourly rates range from $250 to $500 per hour.
- Fixed fees range from $1,000 to $10,000, depending on the complexity of the plan or project.
Location
6 Hutton Centre Drive STE 1280, Santa Ana, CA, 92707
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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.
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Kristin is the corporate treasurer for JMB Financial Managers, an RIA, and spends about 10-20% of her time approving written financial plans. She also serves as the Chairperson of the Board of Directors for Servite High School, dedicating a few hours per week to overseeing the board and reporting to the Servite Order of Priests Provincial Council.
Employment History
Current Registrations
Jmb Financial Managers, INC.
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisors LLC
State Registrations1 state
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