JM Financial Group Employee Directory

JM Financial Group is an Australian owned independent wealth management firm based in Melbourne, Australia, offering financial services to private investors. JM Financial Group is wholly owned by the Managing Director, Stephen James. The origins of JM Financial Group date back to 1991 when it was established to provide tailored wealth creation solu... tions for wholesale investors. In 2000, the company changed its name to JM Financial Group following a buy-out of the major shareholder by a group of staff members. In 2010, interests associated with current Managing Director, Stephen James, bought out other shareholders leaving Stephen today as the sole shareholder. To this day, JM Financial Group continues to provide investment management and portfolio administration services to retail and wholesale investors throughout Australia and overseas. Clients of JM Financial Group benefit not only from the experience of their Portfolio Managers but also from a dedicated team of support staff who assist with the day-to-day management and administration of investor accounts. When you invest with JM Financial Group, you are partnering with a team of professionals who are actively involved in the management of your accounts, ensuring that the service you receive is highly personalised. Unlike joining a unit trust, you retain your individual share ownership - this means you have your own tax position, can utilise franking credits, and are not affected by the tax positions of other clients. JM Financial Group's clients are only exposed to their own underlying investments, and are not impacted by the financial health of JM Financial Group itself, or that of its associates.Read More