Broker Check

Background

We are a financial services firm with the purpose to help people identify different strategies and methodologies for achieving their desired goals and objectives.

We offer financial planning, counseling and advisory services through recommendations and/or a written plan of strategy.

We also provide services for the asset allocation process through design, implementation and regular monitoring of portfolio characteristics, performance and holdings.

JME Financial Services, LLC focuses in fee-based financial planning, money managed accounts, investments, and securities for individuals and small businesses. 

Facts

  • Entered the financial services business in 1973
  • Started the JME Financial, LLC Company in April 1987
  • Achieved master of Sciences in Financial 
    Services from the Institute of Business and Finances 2006
  • Attended American College for Finances & Insurance
  • Attended Villanova University
  • Served in Vietnam 1969-1970
  • Member of the Military Order of Purple Heart.
  • Securities Wealth Managment
  • Invest and Asset Protection Products

Designations and Memberships

  • Master of Science in Financial Services, MSFS
  • Chartered Financial Consultant – ChFC
  • Registered Financial Consultant – RFC
  • Certified Fund Specialist – CFS
  • Chartered Life Underwriter – CLU
  • Life Training Council Fellowship – LUTCF
  • Member of the Society of Financial Professionals
  • Member of the International Association of
    Registered Financial Consultants
  • Member National Society Tax Professionals
  • Member Institute of Business and Finance

Please be advised that I am an investment advisor representative with Voya Financial Advisors.  I also hold security registrations in SERIES 6, 7, 24, 63, 65.  

Lines of Business:

Securities and Investment Products