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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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Dedicated to Maximizing Your Financial Opportunities.

 

JMB Financial Managers was founded by an entrepreneur for entrepreneurs. This includes owners of S Corporations, Limited Liability Companies, Sole Proprietors, those compensated through a 1099 Form arrangement, and high-performing individuals on a career path through corporate America.

 

While our experience and expertise apply to most anyone with an entrepreneurial spirit, we have a strong affinity with commercial real estate professionals, realtors, medical device representatives, and those who own businesses in the construction and manufacturing trades. We also specialize in assisting the employees of Amazon, CBRE Group, Northrop Grumman, and Jones Lang LaSalle to make the most of their employee benefit packages.

 

If you are looking to maximize the tax-saving and wealth-building opportunities that come with being an entrepreneur or having an entrepreneurial spirit, we are a firm that has walked in your shoes, and served other just like you since our inception.

 

 

Get Started Today

 

Retirement Planning

Let's create a plan that takes the stress out of retirement. By helping you understand the cost of retirement and what you need to get there, you can focus on the things that mean the most to you while we track your progress. 

 

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College Cost Planning

The cost of a college education continues to rise, meaning advanced planning should be integral to your family budget. If it isn't, we'll get you on the right path and help you to identify gaps in your saving strategies.

 

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Investment Management

The point isn't enduring market turmoil, but actually thriving in it. We can guide you through building a financial strategy to pursue your individual investment goals and guide you through today's modern markets. 

 

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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.

 

Looking to learn more?

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Contact Us
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Stephanie Kikawa

Administrative Assistant

 

 

 

How Can She Help You?

Stephanie brings comprehensive administrative...

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Madeline Lyman

Client Service Associate

 

 

How Can She Help You?

Madeline is an experienced client service associate who brings an optimistic, open,...

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Jack Brkich III

President & OSJ Branch Manager

 

Jack...

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Mei Doran

Senior Service Associate

 

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Jaqueline Duban Grier

Client Service Associate

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How Can She Help You?

Jackie delivers comprehensive administrative support...

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Kristin Brkich

Practice Manager & Registered Operations Coordinator

 

As...

Latest Blog Posts

How Much Do You Really Know About Stock Market Indexes?

Submitted by JMB Financial Managers on July 31st, 2025

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of the major indexes that can help you put the numbers you hear in context.

Tags:
  • Current Events
  • Investing
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How Do You Turn Retirement Savings Into A Reliable Income Strategy

Submitted by JMB Financial Managers on June 27th, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel overwhelming. It’s a major life change, and having a clear strategy can help ease the stress.

Tags:
  • Investing
  • Retirement Planning
  • Read more

The Hidden Risks of Passive Investing

Submitted by JMB Financial Managers on June 17th, 2025

It is no secret that investment dollars have been shifting from actively managed investments to passively managed investments (i.e., Index Funds). There’s one number that explains a good portion of this phenomenon: 13.80%. The compounded annual growth rate (CAGR) of the S&P 500 Index over the last 15 years ending December 31, 2024, was 13.80% per year. This high rate of return has given birth to, among other things, an explosion of exchange-traded market index funds seeking better performance.

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  • Investing
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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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