# New JAM Financial Strategists, LLC

> New JAM Financial Strategists, LLC is a state-registered investment advisory firm in Peekskill, NY, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 133631
- Filed as: NEW JAM FINANCIAL STRATEGISTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Peekskill, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133631
- AdvisorCensus page: https://advisorcensus.com/firm/new-jam-financial-strategists-llc-peekskill-ny-133631

## Quick answers

**How is New JAM Financial Strategists, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), New JAM Financial Strategists, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is New JAM Financial Strategists, LLC located?**
New JAM Financial Strategists, LLC's principal office is in Peekskill, NY, according to its Form ADV.

**Is New JAM Financial Strategists, LLC registered with the SEC or a state?**
New JAM Financial Strategists, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 133631.

**How much does New JAM Financial Strategists, LLC manage?**
New JAM Financial Strategists, LLC reports $310,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does New JAM Financial Strategists, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does New JAM Financial Strategists, 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/133631

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $310,000
- Discretionary: $310,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $310,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. New JAM Financial Strategists, LLC (CRD 133631): Form ADV filing data as of October 2026.