About JMC Financial Corporation
JMC Financial Corporation was founded in 1988 to provide
unique variable annuity and mutual fund products to clients of financial institutions. JMC was
one of the first third party marketers to sell variable annuities in banks and savings and loans
on both coasts.
Under the aegis of our parent company, James Mitchell & Co., and with our sister company JMC Insurance Services Corporation, we provide financial planning assistance, estate planning and customer service to many business owners and to thousands of customers across America. Our team of home office professionals and independent representatives has the expertise to assist you with your investment questions and provide you with recommendations, products and services to safeguard your assets. We will always give you an honest answer and we pride ourselves on our integrity and concern for your financial well-being. We will listen to you and only make suggestions that are appropriate and beneficial to you and your individual needs following a careful review of your personal investment profile.
JMC Financial is a member of the NASD and SIPC. JMC is also a member of the National Independent Broker Dealer Association.
JMC has implemented a Business Continuity Plan ("BCP") in compliance with NASD Rule 3510. The BCP
Plan provides contingencies in case of a local, regional or statewide disaster or disruption in power, telephone or internet connections. For more information, please see our BCP Plan summary statement which is distributed to all new customers and to all of our customers annually.
Our office is located in San Diego, CA.
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