6 Hutton Centre Drive STE 1280, Santa Ana, CA, 92707
Get directionsNo 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 →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.