ChooseAFinancialAdvisor.com
Advisors / Texas / Austin
27yrs

Jeffrey David Munjack

Financial advisor at JDM Financial Group

Austin, TXCFP®Top 18% experience in AustinFiduciary advisorFee-only firm
Call the officeDirections

At a glance

Experience27 years (since 1999)
How that compares ?Top 18% for experience in Austin
OfficeAustin, TX
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?2 states

Services through JDM Financial Group

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publications

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Combined State Law Examination

Career

  1. 2011 – now
    JDM Financial Group LLCCurrent firm
  2. 2002 – 2008
    JDM Financial Group LLCPreviously

Questions to ask Jeffrey

Tailored to Jeffrey’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

About Jeffrey

How do I contact Jeffrey?

Call JDM Financial Group at (310) 479-4122 and ask for Jeffrey David Munjack. Jeffrey works from the Austin, TX office.

How long has Jeffrey been a financial advisor?

Jeffrey has been in the industry since 1999, about 27 years. Top 18% for experience in Austin.

What licenses does Jeffrey hold?

Series 66. Tap any license on this page to see what it allows.

Is Jeffrey a fiduciary?

Jeffrey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jeffrey paid?

JDM Financial Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jeffrey for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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