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jdmwealth.com

About JDM Wealth Management

JDM Wealth Management is a registered investment advisor implementing a financial plan to address every aspect of financial life.

JDM Wealth Management Headquarter Location

275 Grove Street, Suite 2-400

Auburndale, Massachusetts, 02466,

United States

617-663-5719

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Latest JDM Wealth Management News

James Murray Awarded Registered Fiduciary Certification

Sep 12, 2014

-- James Murray Awarded Registered Fiduciary Certification JDM Wealth Management, LLC, a Newton, MA wealth management firm, announced today that James Murray has successfully completed the training, validation and testing necessary to be certified as a Registered Fiduciary. The Registered Fiduciary (“RF”) Certification identifies financial professionals and organizations as competent fiduciaries that have achieved pertinent educational qualifications and licenses, learned required skills, and have passed a background check. The RF award to James Murray recognizes particular skills in the area of Wealth Management. Mr. Murray also provides Employee Retirement Plan Services to Healthcare Professionals, Small Business Owners and High Net Worth Individuals. In acting as a Registered Fiduciary, James Murray is committed to always acting in the best interest of clients, using the skills, ethics and focus on client needs that the Certification represents. “At a time when public concern has been elevated by years of financial excesses and scandals, the RF validation process offers comfort in the knowledge that our firm has been found worthy of this distinction” said James Murray, President and Founder, JDM Wealth Management, adding “We have always been dedicated to our clients and this award gives us independent confirmation of this policy.” About JDM Wealth Management JDM Wealth Management, a registered investment advisor, is committed to providing active management and financial planning solutions for clients. The firm pays a high level of attention to actively managing the wealth of clients and strives to follow systematic processes that proactively address every aspect of their client’s financial life. Media Contact

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