John
Mccuistion

Jma Financial Advisors, Inc

CRD#4460376
Investment Advisor
in Irving, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Mccuistion is a financial advisor based in Irving, Texas, working with Jma Financial Advisors, Inc. John has previously held a position at Jma Financial Advisors, Inc and is registered to provide services in Texas. Currently, John is part of Jma Financial Advisors, Inc, which operates out of Irving, Texas. The firm has 3 employees and manages assets totaling $105.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Jma Financial Advisors, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

580 Decker Drive Suite 100
Irving, TX 75062

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Jma Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$105,733,749

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

144

TX Average: 2,315
Average Account Size

$734,262

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Other

John Mccuistion Work History

1977 - Present (47 years)

Jma Financial Advisors, Inc

Disclosures

Please visit the SEC profile of John Mccuistion to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jma Financial Advisors, Inc

Jo Crofford
Irving, TX
John Mccuistion
Irving, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started