# JM Advisors, LLC

> JM Advisors, LLC is a state-registered investment advisory firm in Albany, NY, registered since 2012, with no regulatory assets under management reported in its Form ADV filing dated February 20, 2026.

- CRD: 159351
- Filed as: JM ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: February 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159351
- AdvisorCensus page: https://advisorcensus.com/firm/jm-advisors-llc-albany-ny-159351

## Quick answers

**How is JM Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JM Advisors, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JM Advisors, LLC located?**
JM Advisors, LLC's principal office is in Albany, NY, according to its Form ADV.

**Is JM Advisors, LLC registered with the SEC or a state?**
JM Advisors, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 159351.

**What types of clients does JM Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).

**Does JM Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159351

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | Not reported |
| High net worth individuals | 9 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [jmadvllc.com](https://jmadvllc.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JM Advisors, LLC (CRD 159351): Form ADV filing data as of October 2026.