JLM ADVISORS, LLC
MIAMI, FLORIDA

JLM Advisors, LLC is a distinguished Florida-based financial advisory firm specializing in crafting personalized financial plans to meet diverse client needs. Established on March 23, 2016, the company holds the status of Florida Models.Dos.FloridaCompanyStatus in Miami-Dade County with its mailing address at 3105 NW 107 Ave, Miami, FL 33172. Jorge L Morales serves as both President and Chief Financial Officer alongside his role as an officer, emphasizing a leadership deeply invested in client success. The firm's philosophy centers around a holistic approach to financial planning, beginning with an explorative discovery phase where clients articulate their needs, concerns, and aspirations for the future. This process allows JLM Advisors to collaboratively define long-term life goals and inspire clients with innovative dream possibilities tailored to personal values and objectives. JLM Advisors embraces an open architecture framework providing a broad spectrum of investment products including Equities, Fixed Income, Mutual Funds, Exchange Traded Funds, and actively Managed Accounts. By prioritizing customization, advisors at JLM work closely with clients to ensure their strategies are adaptable to both ideal retirement scenarios and potential life-altering events. This dynamic approach supports ongoing reassessment of financial goals, ensuring alignment with evolving personal values and life circumstances. The firm's comprehensive service extends beyond investment management; JLM Advisors also assists in coordinating essential legal and financial services such as tax preparation, loan refinancing, and estate planning by collaborating with a network of professional advisors. Additionally, for clients keen on legacy creation, the advisors offer robust support for wills, trusts, and estate evaluations to guarantee family security. Educational funding and business retirement plan design are additional focal areas for JLM Advisors. The firm engages in strategic discussions regarding college financing options and crafts customized retirement plans that recognize the dual aims of rewarding employee service while optimizing long-term financial benefits for business owners. For more information, clients can visit their website at jlmadvisors.com or contact them at (305) 888-1985. JLM Advisors continues to uphold its commitment to providing impactful advisory services with a client-centric philosophy, as demonstrated by its latest annual report filed on February 25, 2024.