Jessica May Roks
Investment adviser representative at Jdm Financial Group LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$352.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Jdm Financial Group LLCAug 2024 to now
- Empirical Wealth ManagementApr 2021 to Aug 2024
- Creative PlanningJan 2017 to Apr 2021
- M Holdings Securities, Inc.Feb 2015 to Dec 2016
- Tippett Moorhead & HadenFeb 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Jdm Financial Group LLC
$352.8MAssets managed
142Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5731201
- Firm CRD
- 122057