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Jmr Financial Group, Inc. (New Bern)


Jmr Financial Group, Inc. is a large advisory firm based in New Bern. It manages $58.39 million of regulatory assets for 237 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, New Jersey, North Carolina, and Texas.

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Jmr Financial Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Jmr Financial Group: assets under management

The assets under management (AUM) of Jmr Financial Group, Inc. is $58.39 million. The firm's AUM has grown by 84% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $58 million in discretionary accounts and $388.89 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $246.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $194.44 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Jmr Financial Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New Bern

The principal office where Jmr Financial Group, Inc. performs its advisory services is located at 1323 Commerce Drive, New Bern, NC 28562, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 252-638-7598 or by fax 252-638-6739. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.jmrfinancial.com.


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