JCM FINANCIAL SERVICES, INC.
MIAMI LAKES, FLORIDA

JCM Financial Services, Inc. is a Florida-based financial firm dedicated to assisting individuals in planning their financial futures. Established on August 28, 1995, and operating under the Filed Number P95000067040, JCM Financial Services is located at 6175 NW 153 St., Suite 120, Miami Lakes, FL 33014. Certified as a Domestic Profit Corporation (DOMP), it has maintained an annual reporting compliance, with its last report submitted on March 4, 2024. The company offers personalized financial services, helping clients achieve their individual financial goals and design a lifestyle that reflects their preferences. JCM employs skilled financial professionals, including securities licensed individuals through Investacorp, Inc., who ensure all transactions align with regulatory compliance based in Miami-Dade County. These licensed personnel hold registrations as per Financial Industry Regulatory Authority (FINRA) guidelines to provide legitimate financial advice across different jurisdictions. Clients can contact the firm for a portfolio review through various channels, including phone numbers: (305) 512-9813, (305) 512-9816, (305) 343-3366, or (954) 274-8999. More information about their services and corporate background can be found on the company website at jcmfinancialservices.com. Under the leadership of officers including Jane Cruickshanks as President/Secretary and Jonathan R Marquardt serving as Vice-President/Director, JCM Financial Services is committed to providing a bespoke financial planning service. The firm empowers clients by making informed financial choices manageable and encouraging active participation in wealth management for both future prosperity and legacy planning.