# JM&A Group Dealership Insurance Services

> JM&A Group Dealership Insurance Services is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 17, 2026.

- CRD: 331423
- Filed as: JM&A GROUP DEALERSHIP INSURANCE SERVICES
- Legal name: Fidelity Insurance Agency, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331423
- AdvisorCensus page: https://advisorcensus.com/firm/jm-and-a-group-dealership-insurance-services-331423

## Quick answers

**How is JM&A Group Dealership Insurance Services compensated?**
On its Form ADV (Item 5.E, October 2026), JM&A Group Dealership Insurance Services reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is JM&A Group Dealership Insurance Services registered with the SEC or a state?**
JM&A Group Dealership Insurance Services is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 331423.

**What types of clients does JM&A Group Dealership Insurance Services serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (15).

**Does JM&A Group Dealership Insurance Services 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/331423

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Corporations or other businesses not listed above | 15 | Not reported |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JM&A Group Dealership Insurance Services (CRD 331423): Form ADV filing data as of October 2026.