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About

About JMB Financial Managers 

JMB Financial Managers is a comprehensive financial service firm that specializes in providing financial planning strategiesAbout JMB Financial Managers | Comprehensive Financial Planning Services and investment advice to business owners, independent contractors, the self-employed and their families to help them achieve their financial goals.

We will guide you through the maze of financial alternatives and select a course of action that fits your financial situation and continue our relationship with you on an ongoing basis as we continue to service your changing needs.

Whether you are building assets for the future or seeking to protect, enjoy, and pass on those you already have, JMB Financial Managers can help you along the way.

Our Commitment 

As a client of JMB Financial Managers you can expect that all of our services will be delivered to you with the following standard of care in mind:

  • Put the client’s best interest first.
  • Act with due care and in utmost good faith.
  • Do not mislead clients.
  • Provide full and fair disclosure of all material facts.
  • Disclose and fairly manage all material conflicts of interest.

Our Ethics

At JMB Financial Managers we pride ourselves on delivering excellent customer service to our clients that coincide with our firm’s ethics.

  • Provide professional services with integrity.
  • Provide professional services objectively.
  • Maintain the knowledge and skill necessary to provide professional services competently.
  • Be fair and reasonable in all professional relationships. Disclose conflicts of interest.
  • Protect the confidentially of all client information.
  • Act in a manner that demonstrates exemplary professional conduct.
  • Provide professional services diligently.

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Contact info

  • 6 Hutton Center Drive, Suite 1280 Santa Ana, CA 92707
  • 949.251.3544
  •   jack.brkich@ceteraadvisors.com

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by a third party author to provide information on a topic that may be of interest. The third party author is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.Additional advisory services offered through JMB Financial Managers, a registered investment adviser.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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