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JMS has been providing investment advice and financial services to individuals and businesses in Salina and the surrounding area for more than 20 years. JMS Financial Services, located in Salina, was established in 1993 to help investors meet all of their financial challenges.

The Market Technicians Association (MTA), incorporated in 1973, is the national organization of market analysis professionals in the United States.

Your complete, unbiased, and easy to understand educational guide to investing and personal finance. The site includes the most comprehensive investing dictionary on the web as well as tutorials and articles covering just about every area of the market.

Disclosure Brochure

The United States Securities & Exchange Commission (SEC) sets forth these requirements for the protection of individual investors. SEC regulations, in compliance with the Investment Advisors Act, require that we deliver a written statement or “disclosure brochure” to every client prior to signing a contract for investment advisory services. The purpose of the brochure is to protect clients by disclosing important information concerning the services provided by us. To fulfill the requirement for disclosure, we attach Part II of our application for Investment Advisor registration (form ADV). We offer our Disclosure Document, including form ADV, to our clients annually.

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ISR Disclosure Brochure