JLM 1985, LLC

Adviser information for JLM 1985, LLC last updated from Form ADV on October 10th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-128849
SEC ERA File Number 801-128849
SEC CIK Numbers None
SEC CRD Numbers 328000
Legal Entity Identifier None

Principal Office

4344 DATE AVENUE
LA MESA
CA
United States
Monday - Friday, 9AM - 5PM
Tel: 619-246-1172, Fax: 619-330-4826

Chief Compliance Officer

JEREMY MARTINSON
PRESIDENT AND CCO
4344 DATE AVENUE
LA MESA
CA
United States
Tel: 619 246-1172
Fax: 619-330-4826
(Full email address available in API data)

Industry Affiliates

BAMBOO INSURANCE SERVICES INC. Insurance company or agency
BAMBOO WEALTH STRATEGIES Other investment adviser, including financial planners
SPECTRUM CONSULTING GROUP Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MARTINSON, JEREMY, SCOT Individual PRESIDENT AND CCO 08/2023 > 75%

No. Employees, Historic

1050202320241 on 9/7/20231 on 10/3/20231 on 10/10/2023

RAUM, Historic

000202320240 on 9/7/20230 on 10/3/20230 on 10/10/2023