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JMB Financial Managers

JMB Financial Managers

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Who We Are

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.

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Inquire with us today and see how we can help you.

What We Do

Time is money, and managing your wealth can be overwhelming. By taking a personal interest in each of our clients we are able to provide customized advice to match each individual situation such as investment, tax and retirement planning solutions.

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Learn about what we do and our approach to help you save fast.

Who We Serve

At JMB we specialize in serving business owners, independent contractors, the self-employed and their families.

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Learn about what we do and our approach to help you save fast.

 

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We are dedicated to helping you pursue your financial goals.

JMB Financial Managers is a comprehensive financial service firm located in Irvine, California. Specializing in financial planning strategies and investment advice for business owners, independent contractors, the self-employed and their families in order for them to help prepare for retirement, reduce taxes, save for college, and preserve their assets.

 

Our Blog

Welcome to JMB Financial Managers' blog where you will find our insights on retirement, small business matters, financial planning, and more!

Practical Matters Newsletter

Our monthly publication for Independent Contractors and Small Business Owners. Each issue contains relevant business tips and best practiced presented by Jack Brkich III, CFP.

Advisor Insights

See the latest insights from Jack Brkich III, CFP on Investopedia's Advisor Insights platform. Get your investing questions answered and browse an array of articles. 

We Offer Customized Advice to Match Your Situation

Whether you are looking for an all-inclusive relationship, or one that fills a very specific niche for you or your business, we can put our experience and the experience of our network of support professionals to work for you and help you turn your hopes for the future into goals pursued.

Tweets by JackBrkichCFP

Looking to learn more?

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Contact Us
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Jack Brkich III

President

 

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Desiree Jones

Operations Coordinator

 

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Shanna Klahn

Marketing Coordinator

 

 

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Kristin Brkich

Information Coordinator

 
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Stan Smiley

JD

SVP, Advanced Planning Group, Cetera Financial Group

 

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Julie Hendrickson

JD

Senior Attorney, Advanced Planning Group, Cetera Financial Group

 

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Additional info

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Contact info

  •   43 Corporate Park Suite 104, Irvine, California 92606
  •   949.251.3544
  •   jack.brkich@ceteraadvisors.com

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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. Cetera is under separate ownership from any other named entity.

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